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 | $212,179 | $89,753+136.4% | $107,525+97.3% | $84,808+150.2% |
| Participation rate | 72.4% | 68.1%+4.3pp | 75.1%-2.7pp | 68.3%+4.1pp |
| Annual return | 17.78% | 29.48%-11.7pp | 181.32%-163.5pp | 40.90%-23.1pp |
| Employer contribution / active EE | $5,305 | $3,113+70.4% | $3,754+41.3% | $2,631+101.6% |
| Participant deferral / active EE | $6,246 | $4,056+54.0% | $5,116+22.1% | $4,212+48.3% |
| Admin fee / account holder | $7,017 | $7,222-2.8% | $8,919-21.3% | $7,344-4.5% |