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 | $236,602 | $86,929+172.2% | $102,423+131.0% | $80,856+192.6% |
| Participation rate | 93.9% | 72.4%+21.6pp | 76.5%+17.4pp | 67.6%+26.3pp |
| Annual return | 11.14% | 18.88%-7.7pp | 29.32%-18.2pp | 35.59%-24.4pp |
| Employer contribution / active EE | $4,967 | $2,369+109.6% | $3,023+64.3% | $2,755+80.3% |
| Participant deferral / active EE | $8,058 | $4,118+95.7% | $5,053+59.5% | $4,296+87.6% |
| Admin fee / account holder | $60,650 | $8,049+653.5% | $9,451+541.7% | $6,918+776.7% |