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 | $241,017 | $80,673+198.8% | $101,326+137.9% | $84,808+184.2% |
| Participation rate | 90.3% | 77.8%+12.5pp | 81.5%+8.8pp | 68.3%+22.0pp |
| Annual return | 18.61% | 38.95%-20.3pp | 36.82%-18.2pp | 40.90%-22.3pp |
| Employer contribution / active EE | $6,454 | $2,698+139.2% | $3,665+76.1% | $2,631+145.3% |
| Participant deferral / active EE | $14,938 | $6,840+118.4% | $7,994+86.9% | $4,212+254.7% |
| Admin fee / account holder | $10,700 | $12,784-16.3% | $11,185-4.3% | $7,344+45.7% |