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 | $211,250 | $109,359+93.2% | $162,163+30.3% | $72,985+189.4% |
| Participation rate | 92.0% | 84.3%+7.7pp | 87.6%+4.4pp | 69.5%+22.5pp |
| Annual return | 17.70% | 25.46%-7.8pp | 115.59%-97.9pp | 81.00%-63.3pp |
| Employer contribution / active EE | $2,391 | $3,907-38.8% | $5,614-57.4% | $2,440-2.0% |
| Participant deferral / active EE | $4,585 | $5,481-16.4% | $7,298-37.2% | $3,607+27.1% |
| Admin fee / account holder | $4,633 | $7,972-41.9% | $10,843-57.3% | $5,124-9.6% |