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 | $220,320 | $81,248+171.2% | $155,509+41.7% | $80,856+172.5% |
| Participation rate | 85.1% | 66.2%+18.8pp | 78.2%+6.9pp | 67.6%+17.4pp |
| Annual return | 11.25% | 33.31%-22.1pp | 64.67%-53.4pp | 35.59%-24.3pp |
| Employer contribution / active EE | $5,303 | $3,100+71.1% | $4,672+13.5% | $2,755+92.5% |
| Participant deferral / active EE | $6,765 | $3,452+96.0% | $5,626+20.2% | $4,296+57.5% |
| Admin fee / account holder | $13,300 | $7,997+66.3% | $15,912-16.4% | $6,918+92.3% |