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 | $212,872 | $86,891+145.0% | $142,449+49.4% | $75,163+183.2% |
| Participation rate | 85.0% | 68.5%+16.5pp | 76.8%+8.2pp | 67.2%+17.8pp |
| Annual return | 18.59% | 23.31%-4.7pp | 19.99%-1.4pp | 160.62%-142.0pp |
| Employer contribution / active EE | $4,544 | $3,355+35.4% | $4,847-6.3% | $2,670+70.2% |
| Participant deferral / active EE | $7,486 | $4,938+51.6% | $6,283+19.1% | $4,125+81.5% |
| Admin fee / account holder | $7,967 | $7,299+9.2% | $10,011-20.4% | $5,651+41.0% |