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 | $210,522 | $76,552+175.0% | $123,892+69.9% | $62,891+234.7% |
| Participation rate | 96.7% | 73.0%+23.7pp | 81.4%+15.3pp | 69.3%+27.4pp |
| Annual return | 7.71% | 18.68%-11.0pp | 47.52%-39.8pp | 20.14%-12.4pp |
| Employer contribution / active EE | $5,957 | $2,883+106.7% | $4,617+29.0% | $2,281+161.2% |
| Participant deferral / active EE | $10,818 | $4,840+123.5% | $5,984+80.8% | $3,203+237.7% |
| Admin fee / account holder | $4,478 | $4,826-7.2% | $8,357-46.4% | $4,296+4.2% |