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 | $206,705 | $95,803+115.8% | $113,168+82.7% | $84,808+143.7% |
| Participation rate | 98.2% | 72.9%+25.3pp | 76.6%+21.6pp | 68.3%+29.9pp |
| Annual return | 13.15% | 25.00%-11.9pp | 24.27%-11.1pp | 40.90%-27.8pp |
| Employer contribution / active EE | $8,233 | $2,360+248.9% | $2,975+176.7% | $2,631+212.9% |
| Participant deferral / active EE | $13,439 | $4,242+216.8% | $5,107+163.2% | $4,212+219.1% |
| Admin fee / account holder | $7,212 | $8,989-19.8% | $12,068-40.2% | $7,344-1.8% |