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 | $229,661 | $65,365+251.4% | $92,893+147.2% | $72,985+214.7% |
| Participation rate | 79.3% | 68.3%+11.0pp | 76.0%+3.3pp | 69.5%+9.8pp |
| Annual return | 20.89% | 42.10%-21.2pp | 109.41%-88.5pp | 81.00%-60.1pp |
| Employer contribution / active EE | $18,804 | $2,594+624.9% | $3,653+414.8% | $2,440+670.7% |
| Participant deferral / active EE | $3,404 | $3,128+8.8% | $4,236-19.6% | $3,607-5.6% |
| Admin fee / account holder | $1,924 | $4,251-54.8% | $5,794-66.8% | $5,124-62.5% |