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 | $193,125 | $92,985+107.7% | $153,485+25.8% | $80,856+138.8% |
| Participation rate | 84.0% | 69.0%+15.0pp | 77.1%+6.9pp | 67.6%+16.4pp |
| Annual return | 18.90% | 19.95%-1.0pp | 15.65%+3.3pp | 35.59%-16.7pp |
| Employer contribution / active EE | $4,696 | $3,507+33.9% | $5,039-6.8% | $2,755+70.5% |
| Participant deferral / active EE | $6,411 | $5,178+23.8% | $6,757-5.1% | $4,296+49.2% |
| Admin fee / account holder | $20,232 | $8,880+127.8% | $12,724+59.0% | $6,918+192.5% |