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 | $208,322 | $78,422+165.6% | $95,952+117.1% | $79,858+160.9% |
| Participation rate | 97.0% | 73.5%+23.5pp | 77.1%+19.9pp | 69.6%+27.3pp |
| Annual return | 14.27% | 19.37%-5.1pp | 91.61%-77.3pp | 31.71%-17.4pp |
| Employer contribution / active EE | $2,137 | $1,945+9.9% | $2,541-15.9% | $2,471-13.5% |
| Participant deferral / active EE | $3,619 | $3,440+5.2% | $4,167-13.2% | $3,740-3.2% |
| Admin fee / account holder | $4,990 | $5,622-11.2% | $6,795-26.6% | $5,306-6.0% |