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 | $235,149 | $101,724+131.2% | $164,813+42.7% | $80,856+190.8% |
| Participation rate | 88.4% | 71.8%+16.5pp | 78.6%+9.8pp | 67.6%+20.7pp |
| Annual return | 11.46% | 16.72%-5.3pp | 69.93%-58.5pp | 35.59%-24.1pp |
| Employer contribution / active EE | $3,676 | $2,953+24.5% | $4,341-15.3% | $2,755+33.4% |
| Participant deferral / active EE | $8,198 | $4,477+83.1% | $6,031+35.9% | $4,296+90.8% |
| Admin fee / account holder | $11,264 | $8,227+36.9% | $12,690-11.2% | $6,918+62.8% |