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 | $242,208 | $76,552+216.4% | $123,892+95.5% | $62,891+285.1% |
| Participation rate | 75.0% | 73.0%+2.0pp | 81.4%-6.4pp | 69.3%+5.7pp |
| Annual return | 9.37% | 18.68%-9.3pp | 47.52%-38.2pp | 20.14%-10.8pp |
| Employer contribution / active EE | $8,542 | $2,883+196.3% | $4,617+85.0% | $2,281+274.5% |
| Participant deferral / active EE | $6,758 | $4,840+39.6% | $5,984+12.9% | $3,203+111.0% |
| Admin fee / account holder | $6,360 | $4,826+31.8% | $8,357-23.9% | $4,296+48.1% |