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 | $219,316 | $95,453+129.8% | $112,040+95.7% | $82,448+166.0% |
| Participation rate | 76.3% | 72.8%+3.6pp | 76.5%-0.2pp | 68.1%+8.2pp |
| Annual return | 16.61% | 23.92%-7.3pp | 24.52%-7.9pp | 41.64%-25.0pp |
| Employer contribution / active EE | $1,855 | $2,318-20.0% | $2,954-37.2% | $2,551-27.3% |
| Participant deferral / active EE | $7,816 | $4,224+85.0% | $5,098+53.3% | $4,139+88.8% |
| Admin fee / account holder | $8,249 | $9,013-8.5% | $12,098-31.8% | $7,234+14.0% |