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 | $232,855 | $70,475+230.4% | $100,516+131.7% | $79,858+191.6% |
| Participation rate | 97.1% | 73.7%+23.5pp | 79.4%+17.7pp | 69.6%+27.5pp |
| Annual return | 17.22% | 21.90%-4.7pp | 30.89%-13.7pp | 31.71%-14.5pp |
| Employer contribution / active EE | $1,745 | $2,165-19.4% | $3,418-48.9% | $2,471-29.4% |
| Participant deferral / active EE | $10,093 | $5,181+94.8% | $6,270+61.0% | $3,740+169.9% |
| Admin fee / account holder | $9,350 | $4,478+108.8% | $8,081+15.7% | $5,306+76.2% |