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 | $228,247 | $81,460+180.2% | $103,333+120.9% | $80,856+182.3% |
| Participation rate | 89.2% | 66.8%+22.3pp | 74.5%+14.7pp | 67.6%+21.6pp |
| Annual return | 18.72% | 25.55%-6.8pp | 24.88%-6.2pp | 35.59%-16.9pp |
| Employer contribution / active EE | $12,270 | $3,105+295.1% | $3,868+217.2% | $2,755+345.4% |
| Participant deferral / active EE | $3,969 | $3,869+2.6% | $5,057-21.5% | $4,296-7.6% |
| Admin fee / account holder | $3,022 | $6,566-54.0% | $8,355-63.8% | $6,918-56.3% |