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 | $214,003 | $81,248+163.4% | $155,509+37.6% | $80,856+164.7% |
| Participation rate | 94.7% | 66.2%+28.5pp | 78.2%+16.6pp | 67.6%+27.1pp |
| Annual return | 18.36% | 33.31%-14.9pp | 64.67%-46.3pp | 35.59%-17.2pp |
| Employer contribution / active EE | $4,416 | $3,100+42.4% | $4,672-5.5% | $2,755+60.3% |
| Participant deferral / active EE | $8,445 | $3,452+144.7% | $5,626+50.1% | $4,296+96.6% |
| Admin fee / account holder | $7,434 | $7,997-7.0% | $15,912-53.3% | $6,918+7.5% |