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 | $239,715 | $101,724+135.7% | $164,813+45.4% | $80,856+196.5% |
| Participation rate | 81.8% | 71.8%+10.0pp | 78.6%+3.2pp | 67.6%+14.2pp |
| Annual return | 11.78% | 16.72%-4.9pp | 69.93%-58.2pp | 35.59%-23.8pp |
| Employer contribution / active EE | $5,561 | $2,953+88.3% | $4,341+28.1% | $2,755+101.9% |
| Participant deferral / active EE | $10,210 | $4,477+128.0% | $6,031+69.3% | $4,296+137.7% |
| Admin fee / account holder | $9,392 | $8,227+14.2% | $12,690-26.0% | $6,918+35.8% |