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 | $213,531 | $95,803+122.9% | $113,168+88.7% | $84,808+151.8% |
| Participation rate | 94.9% | 72.9%+22.0pp | 76.6%+18.3pp | 68.3%+26.6pp |
| Annual return | 16.06% | 25.00%-8.9pp | 24.27%-8.2pp | 40.90%-24.8pp |
| Employer contribution / active EE | $805 | $2,360-65.9% | $2,975-73.0% | $2,631-69.4% |
| Participant deferral / active EE | $6,997 | $4,242+64.9% | $5,107+37.0% | $4,212+66.1% |
| Admin fee / account holder | $13,139 | $8,989+46.2% | $12,068+8.9% | $7,344+78.9% |