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 | $196,310 | $95,803+104.9% | $113,168+73.5% | $84,808+131.5% |
| Participation rate | 89.2% | 72.9%+16.3pp | 76.6%+12.6pp | 68.3%+20.9pp |
| Annual return | 13.33% | 25.00%-11.7pp | 24.27%-10.9pp | 40.90%-27.6pp |
| Employer contribution / active EE | $7,016 | $2,360+197.3% | $2,975+135.8% | $2,631+166.7% |
| Participant deferral / active EE | $3,666 | $4,242-13.6% | $5,107-28.2% | $4,212-13.0% |
| Admin fee / account holder | $17,575 | $8,989+95.5% | $12,068+45.6% | $7,344+139.3% |