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 | $227,686 | $77,813+192.6% | $123,544+84.3% | $64,186+254.7% |
| Participation rate | 92.9% | 74.7%+18.1pp | 82.3%+10.6pp | 69.6%+23.3pp |
| Annual return | 12.15% | 12.48%-0.3pp | 119.20%-107.0pp | 7.63%+4.5pp |
| Employer contribution / active EE | $2,344 | $3,014-22.2% | $4,628-49.4% | $2,381-1.6% |
| Participant deferral / active EE | $7,768 | $5,240+48.3% | $6,426+20.9% | $3,470+123.9% |
| Admin fee / account holder | $4,362 | $5,519-21.0% | $9,284-53.0% | $4,888-10.8% |