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 | $181,429 | $76,552+137.0% | $123,892+46.4% | $62,891+188.5% |
| Participation rate | 98.7% | 73.0%+25.7pp | 81.4%+17.3pp | 69.3%+29.4pp |
| Annual return | 8.47% | 18.68%-10.2pp | 47.52%-39.0pp | 20.14%-11.7pp |
| Employer contribution / active EE | $3,302 | $2,883+14.5% | $4,617-28.5% | $2,281+44.7% |
| Participant deferral / active EE | $7,980 | $4,840+64.9% | $5,984+33.4% | $3,203+149.2% |
| Admin fee / account holder | $3,007 | $4,826-37.7% | $8,357-64.0% | $4,296-30.0% |