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 | $161,431 | $39,122+312.6% | $57,179+182.3% | $62,891+156.7% |
| Participation rate | 94.4% | 70.5%+23.9pp | 75.3%+19.0pp | 69.3%+25.1pp |
| Annual return | 5.96% | 9.23%-3.3pp | 14.59%-8.6pp | 20.14%-14.2pp |
| Employer contribution / active EE | $6,411 | $1,874+242.1% | $2,682+139.0% | $2,281+181.1% |
| Participant deferral / active EE | $5,180 | $2,374+118.2% | $3,096+67.3% | $3,203+61.7% |
| Admin fee / account holder | $1,669 | $2,592-35.6% | $3,139-46.8% | $4,296-61.1% |