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 | $221,307 | $86,929+154.6% | $102,423+116.1% | $80,856+173.7% |
| Participation rate | 88.0% | 72.4%+15.6pp | 76.5%+11.5pp | 67.6%+20.4pp |
| Annual return | 11.06% | 18.88%-7.8pp | 29.32%-18.3pp | 35.59%-24.5pp |
| Employer contribution / active EE | $909 | $2,369-61.7% | $3,023-69.9% | $2,755-67.0% |
| Participant deferral / active EE | $5,028 | $4,118+22.1% | $5,053-0.5% | $4,296+17.0% |
| Admin fee / account holder | $12,899 | $8,049+60.3% | $9,451+36.5% | $6,918+86.5% |