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 | $204,720 | $77,896+162.8% | $134,172+52.6% | $82,448+148.3% |
| Participation rate | 75.7% | 62.8%+12.9pp | 72.5%+3.2pp | 68.1%+7.6pp |
| Annual return | 13.97% | 18.21%-4.2pp | 25.30%-11.3pp | 41.64%-27.7pp |
| Employer contribution / active EE | $3,354 | $2,159+55.3% | $3,420-1.9% | $2,551+31.5% |
| Participant deferral / active EE | $7,754 | $3,162+145.2% | $4,690+65.3% | $4,139+87.3% |
| Admin fee / account holder | $51,393 | $6,336+711.1% | $12,016+327.7% | $7,234+610.4% |