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 | $232,838 | $89,698+159.6% | $103,464+125.0% | $80,874+187.9% |
| Participation rate | 84.4% | 76.0%+8.5pp | 80.5%+3.9pp | 67.6%+16.8pp |
| Annual return | 15.22% | 22.78%-7.6pp | 23.91%-8.7pp | 35.62%-20.4pp |
| Employer contribution / active EE | $3,449 | $4,018-14.2% | $4,677-26.3% | $2,756+25.2% |
| Participant deferral / active EE | $7,883 | $5,456+44.5% | $6,624+19.0% | $4,297+83.5% |
| Admin fee / account holder | $6,675 | $6,768-1.4% | $9,410-29.1% | $6,935-3.8% |