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 | $223,012 | $76,367+192.0% | $93,606+138.2% | $72,985+205.6% |
| Participation rate | 94.9% | 71.7%+23.2pp | 75.8%+19.1pp | 69.5%+25.5pp |
| Annual return | 19.19% | 25.82%-6.6pp | 32.76%-13.6pp | 81.00%-61.8pp |
| Employer contribution / active EE | $3,279 | $2,275+44.1% | $2,718+20.6% | $2,440+34.4% |
| Participant deferral / active EE | $7,618 | $3,538+115.3% | $4,069+87.2% | $3,607+111.2% |
| Admin fee / account holder | $25,574 | $6,838+274.0% | $7,888+224.2% | $5,124+399.1% |