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 | $214,072 | $73,933+189.5% | $96,683+121.4% | $75,163+184.8% |
| Participation rate | 87.4% | 66.4%+20.9pp | 74.3%+13.0pp | 67.2%+20.2pp |
| Annual return | 16.30% | 26.70%-10.4pp | 35.69%-19.4pp | 160.62%-144.3pp |
| Employer contribution / active EE | $6,603 | $2,928+125.5% | $3,737+76.7% | $2,670+147.3% |
| Participant deferral / active EE | $7,529 | $3,659+105.8% | $4,878+54.3% | $4,125+82.5% |
| Admin fee / account holder | $20,372 | $5,216+290.5% | $6,730+202.7% | $5,651+260.5% |