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 | $248,238 | $106,749+132.5% | $145,433+70.7% | $82,448+201.1% |
| Participation rate | 97.9% | 75.6%+22.2pp | 82.1%+15.8pp | 68.1%+29.8pp |
| Annual return | 16.17% | 27.59%-11.4pp | 66.58%-50.4pp | 41.64%-25.5pp |
| Employer contribution / active EE | $3,232 | $3,444-6.2% | $4,554-29.0% | $2,551+26.7% |
| Participant deferral / active EE | $15,193 | $6,519+133.1% | $7,897+92.4% | $4,139+267.0% |
| Admin fee / account holder | $11,631 | $8,390+38.6% | $13,129-11.4% | $7,234+60.8% |