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 | $194,327 | $81,460+138.6% | $103,333+88.1% | $80,856+140.3% |
| Participation rate | 93.5% | 66.8%+26.7pp | 74.5%+19.0pp | 67.6%+25.9pp |
| Annual return | 10.66% | 25.55%-14.9pp | 24.88%-14.2pp | 35.59%-24.9pp |
| Employer contribution / active EE | $8,850 | $3,105+185.0% | $3,868+128.8% | $2,755+221.3% |
| Participant deferral / active EE | $6,860 | $3,869+77.3% | $5,057+35.6% | $4,296+59.7% |
| Admin fee / account holder | $4,785 | $6,566-27.1% | $8,355-42.7% | $6,918-30.8% |