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 | $205,099 | $54,762+274.5% | $90,281+127.2% | $72,985+181.0% |
| Participation rate | 94.6% | 65.1%+29.4pp | 73.3%+21.3pp | 69.5%+25.1pp |
| Annual return | 25.52% | 30.63%-5.1pp | 78.10%-52.6pp | 81.00%-55.5pp |
| Employer contribution / active EE | $2,868 | $2,092+37.1% | $2,854+0.5% | $2,440+17.6% |
| Participant deferral / active EE | $5,772 | $2,887+99.9% | $3,885+48.6% | $3,607+60.0% |
| Admin fee / account holder | $1,565 | $3,972-60.6% | $5,351-70.8% | $5,124-69.5% |