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 | $240,130 | $106,749+124.9% | $145,433+65.1% | $82,448+191.3% |
| Participation rate | 87.1% | 75.6%+11.4pp | 82.1%+5.0pp | 68.1%+19.0pp |
| Annual return | 14.66% | 27.59%-12.9pp | 66.58%-51.9pp | 41.64%-27.0pp |
| Employer contribution / active EE | $6,071 | $3,444+76.2% | $4,554+33.3% | $2,551+138.0% |
| Participant deferral / active EE | $13,165 | $6,519+102.0% | $7,897+66.7% | $4,139+218.1% |
| Admin fee / account holder | $3,725 | $8,390-55.6% | $13,129-71.6% | $7,234-48.5% |