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 | $229,011 | $95,803+139.0% | $113,168+102.4% | $84,808+170.0% |
| Participation rate | 79.5% | 72.9%+6.7pp | 76.6%+3.0pp | 68.3%+11.2pp |
| Annual return | 19.78% | 25.00%-5.2pp | 24.27%-4.5pp | 40.90%-21.1pp |
| Employer contribution / active EE | $3,023 | $2,360+28.1% | $2,975+1.6% | $2,631+14.9% |
| Participant deferral / active EE | $5,511 | $4,242+29.9% | $5,107+7.9% | $4,212+30.9% |
| Admin fee / account holder | $29,690 | $8,989+230.3% | $12,068+146.0% | $7,344+304.3% |