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 | $219,240 | $76,552+186.4% | $123,892+77.0% | $62,891+248.6% |
| Participation rate | 77.1% | 73.0%+4.2pp | 81.4%-4.3pp | 69.3%+7.8pp |
| Annual return | 7.64% | 18.68%-11.0pp | 47.52%-39.9pp | 20.14%-12.5pp |
| Employer contribution / active EE | $4,663 | $2,883+61.8% | $4,617+1.0% | $2,281+104.4% |
| Participant deferral / active EE | $8,666 | $4,840+79.0% | $5,984+44.8% | $3,203+170.6% |
| Admin fee / account holder | $8,595 | $4,826+78.1% | $8,357+2.9% | $4,296+100.1% |