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 | $199,597 | $89,753+122.4% | $107,525+85.6% | $84,808+135.4% |
| Participation rate | 82.2% | 68.1%+14.1pp | 75.1%+7.1pp | 68.3%+13.9pp |
| Annual return | 19.62% | 29.48%-9.9pp | 181.32%-161.7pp | 40.90%-21.3pp |
| Employer contribution / active EE | $5,497 | $3,113+76.6% | $3,754+46.4% | $2,631+108.9% |
| Participant deferral / active EE | $11,698 | $4,056+188.4% | $5,116+128.7% | $4,212+177.8% |
| Admin fee / account holder | $7,088 | $7,222-1.9% | $8,919-20.5% | $7,344-3.5% |