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 | $208,732 | $91,019+129.3% | $392,568-46.8% | $72,985+186.0% |
| Participation rate | 89.7% | 74.4%+15.4pp | 78.1%+11.7pp | 69.5%+20.3pp |
| Annual return | 20.08% | 20.00%+0.1pp | 24.42%-4.3pp | 81.00%-60.9pp |
| Employer contribution / active EE | $4,712 | $2,751+71.3% | $3,783+24.6% | $2,440+93.1% |
| Participant deferral / active EE | $3,929 | $4,570-14.0% | $5,985-34.4% | $3,607+8.9% |
| Admin fee / account holder | $9,865 | $4,895+101.5% | $6,260+57.6% | $5,124+92.5% |