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 | $171,222 | $81,233+110.8% | $155,567+10.1% | $80,874+111.7% |
| Participation rate | 90.3% | 66.2%+24.1pp | 78.2%+12.1pp | 67.6%+22.7pp |
| Annual return | 10.75% | 33.33%-22.6pp | 64.74%-54.0pp | 35.62%-24.9pp |
| Employer contribution / active EE | $3,397 | $3,101+9.6% | $4,674-27.3% | $2,756+23.3% |
| Participant deferral / active EE | $5,985 | $3,452+73.4% | $5,628+6.4% | $4,297+39.3% |
| Admin fee / account holder | $7,078 | $7,998-11.5% | $15,916-55.5% | $6,935+2.1% |