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 | $198,323 | $60,349+228.6% | $74,183+167.3% | $62,891+215.3% |
| Participation rate | 96.6% | 72.7%+23.9pp | 76.6%+20.0pp | 69.3%+27.3pp |
| Annual return | 7.58% | 21.37%-13.8pp | 17.74%-10.2pp | 20.14%-12.6pp |
| Employer contribution / active EE | $2,486 | $1,680+47.9% | $2,370+4.9% | $2,281+9.0% |
| Participant deferral / active EE | $5,043 | $2,856+76.6% | $3,550+42.1% | $3,203+57.4% |
| Admin fee / account holder | $2,017 | $4,261-52.7% | $5,586-63.9% | $4,296-53.0% |