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 | $208,262 | $86,929+139.6% | $102,423+103.3% | $80,856+157.6% |
| Participation rate | 79.1% | 72.4%+6.7pp | 76.5%+2.6pp | 67.6%+11.4pp |
| Annual return | 11.00% | 18.88%-7.9pp | 29.32%-18.3pp | 35.59%-24.6pp |
| Employer contribution / active EE | $3,044 | $2,369+28.5% | $3,023+0.7% | $2,755+10.5% |
| Participant deferral / active EE | $5,631 | $4,118+36.7% | $5,053+11.4% | $4,296+31.1% |
| Admin fee / account holder | $30,110 | $8,049+274.1% | $9,451+218.6% | $6,918+335.2% |