See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,766 | $80,717+153.7% | $154,803+32.3% | $84,808+141.4% |
| Participation rate | 90.7% | 66.8%+23.9pp | 78.1%+12.7pp | 68.3%+22.4pp |
| Annual return | 15.24% | 37.96%-22.7pp | 58.88%-43.6pp | 40.90%-25.7pp |
| Employer contribution / active EE | $5,194 | $2,761+88.1% | $4,305+20.6% | $2,631+97.4% |
| Participant deferral / active EE | $4,914 | $3,303+48.8% | $5,540-11.3% | $4,212+16.7% |
| Admin fee / account holder | $5,487 | $6,746-18.7% | $14,329-61.7% | $7,344-25.3% |