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 | $207,368 | $86,929+138.5% | $102,423+102.5% | $80,856+156.5% |
| Participation rate | 81.0% | 72.4%+8.6pp | 76.5%+4.5pp | 67.6%+13.3pp |
| Annual return | 12.79% | 18.88%-6.1pp | 29.32%-16.5pp | 35.59%-22.8pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $5,157 | $4,118+25.2% | $5,053+2.1% | $4,296+20.0% |
| Admin fee / account holder | $19,488 | $8,049+142.1% | $9,451+106.2% | $6,918+181.7% |