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 | $184,676 | $86,929+112.4% | $102,423+80.3% | $80,856+128.4% |
| Participation rate | 77.5% | 72.4%+5.1pp | 76.5%+1.0pp | 67.6%+9.9pp |
| Annual return | 12.44% | 18.88%-6.4pp | 29.32%-16.9pp | 35.59%-23.2pp |
| Employer contribution / active EE | $3,372 | $2,369+42.3% | $3,023+11.5% | $2,755+22.4% |
| Participant deferral / active EE | $8,939 | $4,118+117.1% | $5,053+76.9% | $4,296+108.1% |
| Admin fee / account holder | $21,792 | $8,049+170.7% | $9,451+130.6% | $6,918+215.0% |