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 | $215,475 | $76,050+183.3% | $96,544+123.2% | $71,457+201.5% |
| Participation rate | 83.0% | 74.4%+8.6pp | 76.0%+7.1pp | 67.9%+15.1pp |
| Annual return | 22.00% | 22.81%-0.8pp | 25.84%-3.8pp | 28.85%-6.9pp |
| Employer contribution / active EE | $3,225 | $2,244+43.7% | $2,965+8.8% | $2,588+24.6% |
| Participant deferral / active EE | $7,174 | $4,215+70.2% | $4,851+47.9% | $4,289+67.3% |
| Admin fee / account holder | $23,440 | $2,707+765.9% | $8,252+184.0% | $1,587+1376.7% |