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 | $200,170 | $60,892+228.7% | $82,389+143.0% | $84,808+136.0% |
| Participation rate | 95.8% | 63.3%+32.6pp | 69.5%+26.3pp | 68.3%+27.5pp |
| Annual return | 19.38% | 37.29%-17.9pp | 28.67%-9.3pp | 40.90%-21.5pp |
| Employer contribution / active EE | $10,473 | $1,779+488.6% | $2,517+316.1% | $2,631+298.1% |
| Participant deferral / active EE | $5,196 | $3,179+63.5% | $4,155+25.1% | $4,212+23.4% |
| Admin fee / account holder | $6,716 | $5,467+22.8% | $7,231-7.1% | $7,344-8.6% |