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 | $188,709 | $81,460+131.7% | $103,333+82.6% | $80,856+133.4% |
| Participation rate | 79.3% | 66.8%+12.5pp | 74.5%+4.8pp | 67.6%+11.7pp |
| Annual return | 25.47% | 25.55%-0.1pp | 24.88%+0.6pp | 35.59%-10.1pp |
| Employer contribution / active EE | $2,467 | $3,105-20.5% | $3,868-36.2% | $2,755-10.4% |
| Participant deferral / active EE | $4,689 | $3,869+21.2% | $5,057-7.3% | $4,296+9.1% |
| Admin fee / account holder | $12,025 | $6,566+83.1% | $8,355+43.9% | $6,918+73.8% |