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 | $194,753 | $95,803+103.3% | $113,168+72.1% | $84,808+129.6% |
| Participation rate | 97.2% | 72.9%+24.4pp | 76.6%+20.7pp | 68.3%+28.9pp |
| Annual return | 12.98% | 25.00%-12.0pp | 24.27%-11.3pp | 40.90%-27.9pp |
| Employer contribution / active EE | $5,974 | $2,360+153.2% | $2,975+100.8% | $2,631+127.1% |
| Participant deferral / active EE | $6,938 | $4,242+63.6% | $5,107+35.9% | $4,212+64.7% |
| Admin fee / account holder | $4,856 | $8,989-46.0% | $12,068-59.8% | $7,344-33.9% |