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 | $202,076 | $95,453+111.7% | $112,040+80.4% | $82,448+145.1% |
| Participation rate | 80.8% | 72.8%+8.0pp | 76.5%+4.3pp | 68.1%+12.7pp |
| Annual return | 15.21% | 23.92%-8.7pp | 24.52%-9.3pp | 41.64%-26.4pp |
| Employer contribution / active EE | $3,425 | $2,318+47.8% | $2,954+15.9% | $2,551+34.2% |
| Participant deferral / active EE | $9,516 | $4,224+125.3% | $5,098+86.7% | $4,139+129.9% |
| Admin fee / account holder | $8,501 | $9,013-5.7% | $12,098-29.7% | $7,234+17.5% |