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 | $183,531 | $89,355+105.4% | $141,162+30.0% | $72,985+151.5% |
| Participation rate | 92.6% | 75.1%+17.5pp | 82.5%+10.1pp | 69.5%+23.1pp |
| Annual return | 27.03% | 111.85%-84.8pp | 71.39%-44.4pp | 81.00%-54.0pp |
| Employer contribution / active EE | $5,025 | $3,114+61.3% | $4,735+6.1% | $2,440+105.9% |
| Participant deferral / active EE | $8,328 | $5,418+53.7% | $6,709+24.1% | $3,607+130.9% |
| Admin fee / account holder | $4,341 | $5,958-27.1% | $10,261-57.7% | $5,124-15.3% |