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 | $209,022 | $95,803+118.2% | $113,168+84.7% | $84,808+146.5% |
| Participation rate | 96.4% | 72.9%+23.6pp | 76.6%+19.9pp | 68.3%+28.1pp |
| Annual return | 14.42% | 25.00%-10.6pp | 24.27%-9.8pp | 40.90%-26.5pp |
| Employer contribution / active EE | $5,055 | $2,360+114.2% | $2,975+69.9% | $2,631+92.1% |
| Participant deferral / active EE | $5,734 | $4,242+35.2% | $5,107+12.3% | $4,212+36.1% |
| Admin fee / account holder | $11,184 | $8,989+24.4% | $12,068-7.3% | $7,344+52.3% |