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 | $210,003 | $76,552+174.3% | $123,892+69.5% | $62,891+233.9% |
| Participation rate | 95.4% | 73.0%+22.4pp | 81.4%+14.0pp | 69.3%+26.1pp |
| Annual return | 8.62% | 18.68%-10.1pp | 47.52%-38.9pp | 20.14%-11.5pp |
| Employer contribution / active EE | $1,774 | $2,883-38.5% | $4,617-61.6% | $2,281-22.2% |
| Participant deferral / active EE | $4,168 | $4,840-13.9% | $5,984-30.4% | $3,203+30.1% |
| Admin fee / account holder | $9,540 | $4,826+97.7% | $8,357+14.2% | $4,296+122.1% |