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 | $242,804 | $86,929+179.3% | $102,423+137.1% | $80,856+200.3% |
| Participation rate | 83.7% | 72.4%+11.3pp | 76.5%+7.2pp | 67.6%+16.0pp |
| Annual return | 13.75% | 18.88%-5.1pp | 29.32%-15.6pp | 35.59%-21.8pp |
| Employer contribution / active EE | $3,180 | $2,369+34.2% | $3,023+5.2% | $2,755+15.4% |
| Participant deferral / active EE | $6,747 | $4,118+63.8% | $5,053+33.5% | $4,296+57.1% |
| Admin fee / account holder | $116,473 | $8,049+1347.1% | $9,451+1132.4% | $6,918+1583.6% |