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 | $204,620 | $86,929+135.4% | $102,423+99.8% | $80,856+153.1% |
| Participation rate | 96.6% | 72.4%+24.2pp | 76.5%+20.1pp | 67.6%+28.9pp |
| Annual return | 11.37% | 18.88%-7.5pp | 29.32%-17.9pp | 35.59%-24.2pp |
| Employer contribution / active EE | $2,310 | $2,369-2.5% | $3,023-23.6% | $2,755-16.1% |
| Participant deferral / active EE | $4,754 | $4,118+15.4% | $5,053-5.9% | $4,296+10.7% |
| Admin fee / account holder | $16,172 | $8,049+100.9% | $9,451+71.1% | $6,918+133.8% |