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 | $183,263 | $95,453+92.0% | $112,040+63.6% | $82,448+122.3% |
| Participation rate | 90.0% | 72.8%+17.2pp | 76.5%+13.5pp | 68.1%+21.9pp |
| Annual return | 14.30% | 23.92%-9.6pp | 24.52%-10.2pp | 41.64%-27.3pp |
| Employer contribution / active EE | $3,666 | $2,318+58.2% | $2,954+24.1% | $2,551+43.7% |
| Participant deferral / active EE | $8,541 | $4,224+102.2% | $5,098+67.5% | $4,139+106.3% |
| Admin fee / account holder | $8,035 | $9,013-10.9% | $12,098-33.6% | $7,234+11.1% |