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 | $249,267 | $106,749+133.5% | $145,433+71.4% | $82,448+202.3% |
| Participation rate | 84.4% | 75.6%+8.7pp | 82.1%+2.3pp | 68.1%+16.3pp |
| Annual return | 15.48% | 27.59%-12.1pp | 66.58%-51.1pp | 41.64%-26.2pp |
| Employer contribution / active EE | $5,045 | $3,444+46.5% | $4,554+10.8% | $2,551+97.8% |
| Participant deferral / active EE | $15,171 | $6,519+132.7% | $7,897+92.1% | $4,139+266.5% |
| Admin fee / account holder | $2,395 | $8,390-71.5% | $13,129-81.8% | $7,234-66.9% |