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 | $210,210 | $86,929+141.8% | $102,423+105.2% | $80,856+160.0% |
| Participation rate | 96.3% | 72.4%+23.9pp | 76.5%+19.8pp | 67.6%+28.7pp |
| Annual return | 15.07% | 18.88%-3.8pp | 29.32%-14.3pp | 35.59%-20.5pp |
| Employer contribution / active EE | $2,611 | $2,369+10.2% | $3,023-13.6% | $2,755-5.2% |
| Participant deferral / active EE | $4,449 | $4,118+8.0% | $5,053-12.0% | $4,296+3.6% |
| Admin fee / account holder | $4,255 | $8,049-47.1% | $9,451-55.0% | $6,918-38.5% |