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 | $206,096 | $138,347+49.0% | $184,203+11.9% | $80,856+154.9% |
| Participation rate | 90.9% | 83.9%+7.0pp | 86.8%+4.1pp | 67.6%+23.3pp |
| Annual return | 17.41% | 20.02%-2.6pp | 28.81%-11.4pp | 35.59%-18.2pp |
| Employer contribution / active EE | $3,562 | $4,850-26.6% | $6,427-44.6% | $2,755+29.3% |
| Participant deferral / active EE | $6,741 | $7,071-4.7% | $9,131-26.2% | $4,296+56.9% |
| Admin fee / account holder | $5,398 | $10,483-48.5% | $13,901-61.2% | $6,918-22.0% |