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 | $238,326 | $95,762+148.9% | $379,746-37.2% | $79,858+198.4% |
| Participation rate | 90.9% | 74.0%+16.9pp | 78.4%+12.5pp | 69.6%+21.3pp |
| Annual return | 10.43% | 18.26%-7.8pp | 34.90%-24.5pp | 31.71%-21.3pp |
| Employer contribution / active EE | $5,900 | $2,695+118.9% | $3,540+66.7% | $2,471+138.8% |
| Participant deferral / active EE | $4,900 | $4,705+4.1% | $6,024-18.7% | $3,740+31.0% |
| Admin fee / account holder | $8,482 | $6,745+25.8% | $7,927+7.0% | $5,306+59.8% |