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 | $215,024 | $138,347+55.4% | $184,203+16.7% | $80,856+165.9% |
| Participation rate | 97.8% | 83.9%+13.9pp | 86.8%+11.0pp | 67.6%+30.1pp |
| Annual return | 15.72% | 20.02%-4.3pp | 28.81%-13.1pp | 35.59%-19.9pp |
| Employer contribution / active EE | $6,088 | $4,850+25.5% | $6,427-5.3% | $2,755+121.0% |
| Participant deferral / active EE | $10,789 | $7,071+52.6% | $9,131+18.2% | $4,296+151.2% |
| Admin fee / account holder | $10,673 | $10,483+1.8% | $13,901-23.2% | $6,918+54.3% |