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 | $207,130 | $86,929+138.3% | $102,423+102.2% | $80,856+156.2% |
| Participation rate | 92.0% | 72.4%+19.6pp | 76.5%+15.5pp | 67.6%+24.4pp |
| Annual return | 11.10% | 18.88%-7.8pp | 29.32%-18.2pp | 35.59%-24.5pp |
| Employer contribution / active EE | $2,554 | $2,369+7.8% | $3,023-15.5% | $2,755-7.3% |
| Participant deferral / active EE | $4,110 | $4,118-0.2% | $5,053-18.7% | $4,296-4.3% |
| Admin fee / account holder | $5,717 | $8,049-29.0% | $9,451-39.5% | $6,918-17.4% |