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 | $211,338 | $76,552+176.1% | $123,892+70.6% | $62,891+236.0% |
| Participation rate | 94.1% | 73.0%+21.1pp | 81.4%+12.7pp | 69.3%+24.8pp |
| Annual return | 15.56% | 18.68%-3.1pp | 47.52%-32.0pp | 20.14%-4.6pp |
| Employer contribution / active EE | $3,594 | $2,883+24.7% | $4,617-22.1% | $2,281+57.6% |
| Participant deferral / active EE | $12,571 | $4,840+159.7% | $5,984+110.1% | $3,203+292.5% |
| Admin fee / account holder | $4,429 | $4,826-8.2% | $8,357-47.0% | $4,296+3.1% |