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 5-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 | $204,560 | $86,922+135.3% | $102,438+99.7% | $80,874+152.9% |
| Participation rate | 85.5% | 72.4%+13.1pp | 76.5%+9.0pp | 67.6%+17.8pp |
| Annual return | 16.73% | 18.90%-2.2pp | 29.37%-12.6pp | 35.62%-18.9pp |
| Employer contribution / active EE | $6,505 | $2,369+174.5% | $3,024+115.1% | $2,756+136.1% |
| Participant deferral / active EE | $8,538 | $4,119+107.3% | $5,054+69.0% | $4,297+98.7% |
| Admin fee / account holder | $13,809 | $8,050+71.5% | $9,448+46.2% | $6,935+99.1% |