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 | $208,733 | $89,355+133.6% | $141,162+47.9% | $72,985+186.0% |
| Participation rate | 81.6% | 75.1%+6.5pp | 82.5%-0.8pp | 69.5%+12.1pp |
| Annual return | 24.43% | 111.85%-87.4pp | 71.39%-47.0pp | 81.00%-56.6pp |
| Employer contribution / active EE | $4,353 | $3,114+39.8% | $4,735-8.1% | $2,440+78.4% |
| Participant deferral / active EE | $7,719 | $5,418+42.5% | $6,709+15.0% | $3,607+114.0% |
| Admin fee / account holder | $4,396 | $5,958-26.2% | $10,261-57.2% | $5,124-14.2% |