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 | $229,300 | $89,698+155.6% | $103,476+121.6% | $80,856+183.6% |
| Participation rate | 87.0% | 76.0%+11.0pp | 80.5%+6.4pp | 67.6%+19.3pp |
| Annual return | 17.16% | 22.78%-5.6pp | 23.90%-6.7pp | 35.59%-18.4pp |
| Employer contribution / active EE | $11,501 | $4,018+186.2% | $4,672+146.2% | $2,755+317.5% |
| Participant deferral / active EE | $5,637 | $5,456+3.3% | $6,623-14.9% | $4,296+31.2% |
| Admin fee / account holder | $8,924 | $6,768+31.9% | $9,413-5.2% | $6,918+29.0% |