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 | $206,516 | $66,098+212.4% | $101,794+102.9% | $74,304+177.9% |
| Participation rate | 96.4% | 53.8%+42.7pp | 69.2%+27.2pp | 60.3%+36.1pp |
| Annual return | 15.70% | 19.59%-3.9pp | 30.53%-14.8pp | 29.43%-13.7pp |
| Employer contribution / active EE | $10,478 | $1,082+868.7% | $2,289+357.8% | $2,241+367.5% |
| Participant deferral / active EE | $5,282 | $2,781+89.9% | $4,084+29.3% | $3,767+40.2% |
| Admin fee / account holder | $4,749 | $4,146+14.5% | $8,777-45.9% | $2,969+60.0% |