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 | $223,734 | $86,929+157.4% | $102,423+118.4% | $80,856+176.7% |
| Participation rate | 92.5% | 72.4%+20.1pp | 76.5%+16.0pp | 67.6%+24.8pp |
| Annual return | 10.44% | 18.88%-8.4pp | 29.32%-18.9pp | 35.59%-25.2pp |
| Employer contribution / active EE | $5,943 | $2,369+150.8% | $3,023+96.6% | $2,755+115.7% |
| Participant deferral / active EE | $8,173 | $4,118+98.5% | $5,053+61.8% | $4,296+90.3% |
| Admin fee / account holder | $43,591 | $8,049+441.6% | $9,451+361.2% | $6,918+530.1% |