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 | $249,083 | $86,929+186.5% | $102,423+143.2% | $80,856+208.1% |
| Participation rate | 82.4% | 72.4%+10.0pp | 76.5%+5.9pp | 67.6%+14.7pp |
| Annual return | 14.32% | 18.88%-4.6pp | 29.32%-15.0pp | 35.59%-21.3pp |
| Employer contribution / active EE | $2,617 | $2,369+10.4% | $3,023-13.5% | $2,755-5.0% |
| Participant deferral / active EE | $5,749 | $4,118+39.6% | $5,053+13.8% | $4,296+33.8% |
| Admin fee / account holder | $16,148 | $8,049+100.6% | $9,451+70.9% | $6,918+133.4% |