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 | $235,224 | $86,929+170.6% | $102,423+129.7% | $80,856+190.9% |
| Participation rate | 92.5% | 72.4%+20.2pp | 76.5%+16.0pp | 67.6%+24.9pp |
| Annual return | 14.36% | 18.88%-4.5pp | 29.32%-15.0pp | 35.59%-21.2pp |
| Employer contribution / active EE | $1,857 | $2,369-21.6% | $3,023-38.6% | $2,755-32.6% |
| Participant deferral / active EE | $6,802 | $4,118+65.2% | $5,053+34.6% | $4,296+58.3% |
| Admin fee / account holder | $13,178 | $8,049+63.7% | $9,451+39.4% | $6,918+90.5% |