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 | $202,359 | $101,724+98.9% | $164,813+22.8% | $80,856+150.3% |
| Participation rate | 93.2% | 71.8%+21.4pp | 78.6%+14.6pp | 67.6%+25.6pp |
| Annual return | 15.57% | 16.72%-1.1pp | 69.93%-54.4pp | 35.59%-20.0pp |
| Employer contribution / active EE | $1,311 | $2,953-55.6% | $4,341-69.8% | $2,755-52.4% |
| Participant deferral / active EE | $4,841 | $4,477+8.1% | $6,031-19.7% | $4,296+12.7% |
| Admin fee / account holder | $7,546 | $8,227-8.3% | $12,690-40.5% | $6,918+9.1% |