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 | $215,240 | $81,460+164.2% | $103,333+108.3% | $80,856+166.2% |
| Participation rate | 86.0% | 66.8%+19.2pp | 74.5%+11.5pp | 67.6%+18.4pp |
| Annual return | 30.28% | 25.55%+4.7pp | 24.88%+5.4pp | 35.59%-5.3pp |
| Employer contribution / active EE | $2,218 | $3,105-28.6% | $3,868-42.7% | $2,755-19.5% |
| Participant deferral / active EE | $4,928 | $3,869+27.4% | $5,057-2.6% | $4,296+14.7% |
| Admin fee / account holder | $8,436 | $6,566+28.5% | $8,355+1.0% | $6,918+21.9% |