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 | $204,749 | $81,460+151.4% | $103,333+98.1% | $80,856+153.2% |
| Participation rate | 92.7% | 66.8%+25.9pp | 74.5%+18.2pp | 67.6%+25.1pp |
| Annual return | 11.99% | 25.55%-13.6pp | 24.88%-12.9pp | 35.59%-23.6pp |
| Employer contribution / active EE | $879 | $3,105-71.7% | $3,868-77.3% | $2,755-68.1% |
| Participant deferral / active EE | $8,645 | $3,869+123.5% | $5,057+70.9% | $4,296+101.3% |
| Admin fee / account holder | $9,433 | $6,566+43.7% | $8,355+12.9% | $6,918+36.4% |