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 | $180,609 | $81,460+121.7% | $103,333+74.8% | $80,856+123.4% |
| Participation rate | 91.5% | 66.8%+24.7pp | 74.5%+17.0pp | 67.6%+23.9pp |
| Annual return | 12.83% | 25.55%-12.7pp | 24.88%-12.0pp | 35.59%-22.8pp |
| Employer contribution / active EE | $3,909 | $3,105+25.9% | $3,868+1.1% | $2,755+41.9% |
| Participant deferral / active EE | $7,834 | $3,869+102.5% | $5,057+54.9% | $4,296+82.4% |
| Admin fee / account holder | $19,371 | $6,566+195.0% | $8,355+131.9% | $6,918+180.0% |