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 | $228,520 | $99,341+130.0% | $84,750+169.6% | $273,961-16.6% |
| Participation rate | 90.9% | 80.7%+10.2pp | 76.6%+14.3pp | 83.0%+7.9pp |
| Annual return | 8.24% | 22.93%-14.7pp | 22.78%-14.5pp | 41.45%-33.2pp |
| Employer contribution / active EE | $3,094 | $4,214-26.6% | $3,574-13.4% | $4,869-36.4% |
| Participant deferral / active EE | $8,187 | $4,269+91.8% | $3,712+120.6% | $5,287+54.8% |
| Admin fee / account holder | $9,202 | $6,644+38.5% | $5,332+72.6% | $10,132-9.2% |