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 | $207,385 | $138,347+49.9% | $184,203+12.6% | $80,856+156.5% |
| Participation rate | 89.6% | 83.9%+5.7pp | 86.8%+2.7pp | 67.6%+21.9pp |
| Annual return | 20.83% | 20.02%+0.8pp | 28.81%-8.0pp | 35.59%-14.8pp |
| Employer contribution / active EE | $6,026 | $4,850+24.2% | $6,427-6.2% | $2,755+118.7% |
| Participant deferral / active EE | $11,841 | $7,071+67.5% | $9,131+29.7% | $4,296+175.6% |
| Admin fee / account holder | $17,049 | $10,483+62.6% | $13,901+22.6% | $6,918+146.4% |