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 | $229,137 | $86,929+163.6% | $102,423+123.7% | $80,856+183.4% |
| Participation rate | 97.4% | 72.4%+25.1pp | 76.5%+20.9pp | 67.6%+29.8pp |
| Annual return | 17.94% | 18.88%-0.9pp | 29.32%-11.4pp | 35.59%-17.7pp |
| Employer contribution / active EE | $3,854 | $2,369+62.7% | $3,023+27.5% | $2,755+39.9% |
| Participant deferral / active EE | $7,465 | $4,118+81.3% | $5,053+47.7% | $4,296+73.8% |
| Admin fee / account holder | $5,234 | $8,049-35.0% | $9,451-44.6% | $6,918-24.3% |