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 | $188,530 | $86,929+116.9% | $102,423+84.1% | $80,856+133.2% |
| Participation rate | 90.0% | 72.4%+17.6pp | 76.5%+13.5pp | 67.6%+22.4pp |
| Annual return | 12.42% | 18.88%-6.5pp | 29.32%-16.9pp | 35.59%-23.2pp |
| Employer contribution / active EE | $2,525 | $2,369+6.6% | $3,023-16.5% | $2,755-8.3% |
| Participant deferral / active EE | $6,833 | $4,118+65.9% | $5,053+35.2% | $4,296+59.1% |
| Admin fee / account holder | $22,230 | $8,049+176.2% | $9,451+135.2% | $6,918+221.3% |