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 | $203,680 | $89,753+126.9% | $107,525+89.4% | $84,808+140.2% |
| Participation rate | 70.5% | 68.1%+2.5pp | 75.1%-4.6pp | 68.3%+2.2pp |
| Annual return | 19.97% | 29.48%-9.5pp | 181.32%-161.4pp | 40.90%-20.9pp |
| Employer contribution / active EE | $3,380 | $3,113+8.6% | $3,754-9.9% | $2,631+28.5% |
| Participant deferral / active EE | $7,351 | $4,056+81.2% | $5,116+43.7% | $4,212+74.5% |
| Admin fee / account holder | $7,631 | $7,222+5.7% | $8,919-14.4% | $7,344+3.9% |