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 | $212,326 | $101,724+108.7% | $164,813+28.8% | $80,856+162.6% |
| Participation rate | 82.5% | 71.8%+10.6pp | 78.6%+3.9pp | 67.6%+14.8pp |
| Annual return | 11.38% | 16.72%-5.3pp | 69.93%-58.6pp | 35.59%-24.2pp |
| Employer contribution / active EE | $1,905 | $2,953-35.5% | $4,341-56.1% | $2,755-30.8% |
| Participant deferral / active EE | $3,675 | $4,477-17.9% | $6,031-39.1% | $4,296-14.4% |
| Admin fee / account holder | $3,023 | $8,227-63.3% | $12,690-76.2% | $6,918-56.3% |