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 | $249,006 | $63,764+290.5% | $81,930+203.9% | $79,858+211.8% |
| Participation rate | 76.1% | 67.5%+8.6pp | 72.0%+4.1pp | 69.6%+6.5pp |
| Annual return | 14.24% | 22.66%-8.4pp | 29.49%-15.3pp | 31.71%-17.5pp |
| Employer contribution / active EE | $5,446 | $1,795+203.3% | $4,310+26.4% | $2,471+120.4% |
| Participant deferral / active EE | $2,485 | $2,780-10.6% | $7,107-65.0% | $3,740-33.6% |
| Admin fee / account holder | $38,391 | $4,426+767.3% | $5,158+644.3% | $5,306+623.5% |