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 | $230,716 | $86,929+165.4% | $102,423+125.3% | $80,856+185.3% |
| Participation rate | 97.9% | 72.4%+25.5pp | 76.5%+21.4pp | 67.6%+30.2pp |
| Annual return | 13.98% | 18.88%-4.9pp | 29.32%-15.3pp | 35.59%-21.6pp |
| Employer contribution / active EE | $7,013 | $2,369+196.0% | $3,023+132.0% | $2,755+154.6% |
| Participant deferral / active EE | $6,324 | $4,118+53.5% | $5,053+25.2% | $4,296+47.2% |
| Admin fee / account holder | $8,725 | $8,049+8.4% | $9,451-7.7% | $6,918+26.1% |