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 | $217,942 | $72,492+200.6% | $87,100+150.2% | $72,985+198.6% |
| Participation rate | 82.9% | 72.8%+10.0pp | 76.9%+6.0pp | 69.5%+13.4pp |
| Annual return | 21.09% | 24.46%-3.4pp | 28.19%-7.1pp | 81.00%-59.9pp |
| Employer contribution / active EE | $4,748 | $1,894+150.7% | $2,521+88.3% | $2,440+94.6% |
| Participant deferral / active EE | $9,274 | $3,270+183.7% | $4,049+129.1% | $3,607+157.1% |
| Admin fee / account holder | $11,553 | $5,055+128.6% | $7,497+54.1% | $5,124+125.5% |