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 | $226,048 | $80,717+180.0% | $154,803+46.0% | $84,808+166.5% |
| Participation rate | 89.6% | 66.8%+22.7pp | 78.1%+11.5pp | 68.3%+21.2pp |
| Annual return | 17.84% | 37.96%-20.1pp | 58.88%-41.0pp | 40.90%-23.1pp |
| Employer contribution / active EE | $6,450 | $2,761+133.6% | $4,305+49.8% | $2,631+145.1% |
| Participant deferral / active EE | $20,852 | $3,303+531.3% | $5,540+276.4% | $4,212+395.1% |
| Admin fee / account holder | $11,203 | $6,746+66.1% | $14,329-21.8% | $7,344+52.5% |