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 | $216,363 | $103,376+109.3% | $87,100+148.4% | $152,861+41.5% |
| Participation rate | 80.0% | 79.3%+0.7pp | 76.9%+3.1pp | 82.4%-2.4pp |
| Annual return | 20.49% | 28.10%-7.6pp | 28.19%-7.7pp | 345.32%-324.8pp |
| Employer contribution / active EE | $4,351 | $3,220+35.1% | $2,521+72.6% | $4,762-8.6% |
| Participant deferral / active EE | $6,928 | $4,778+45.0% | $4,049+71.1% | $5,850+18.4% |
| Admin fee / account holder | $10,101 | $12,205-17.2% | $7,497+34.7% | $11,596-12.9% |