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 | $117,003 | $48,076+143.4% | $78,689+48.7% | $62,891+86.0% |
| Participation rate | 86.2% | 65.2%+21.0pp | 73.6%+12.6pp | 69.3%+16.9pp |
| Annual return | 6.00% | 31.35%-25.4pp | 62.18%-56.2pp | 20.14%-14.1pp |
| Employer contribution / active EE | $4,281 | $2,015+112.5% | $2,851+50.2% | $2,281+87.7% |
| Participant deferral / active EE | $2,735 | $2,588+5.7% | $3,517-22.2% | $3,203-14.6% |
| Admin fee / account holder | $42,506 | $3,207+1225.3% | $4,510+842.4% | $4,296+889.5% |