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 | $228,863 | $74,927+205.4% | $101,794+124.8% | $84,808+169.9% |
| Participation rate | 80.4% | 61.4%+19.0pp | 69.2%+11.3pp | 68.3%+12.1pp |
| Annual return | 15.56% | 18.70%-3.1pp | 30.53%-15.0pp | 40.90%-25.3pp |
| Employer contribution / active EE | $2,574 | $1,522+69.1% | $2,289+12.4% | $2,631-2.2% |
| Participant deferral / active EE | $4,678 | $3,099+50.9% | $4,084+14.5% | $4,212+11.1% |
| Admin fee / account holder | $7,408 | $6,514+13.7% | $8,777-15.6% | $7,344+0.9% |