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 | $235,789 | $76,552+208.0% | $123,892+90.3% | $62,891+274.9% |
| Participation rate | 94.8% | 73.0%+21.8pp | 81.4%+13.4pp | 69.3%+25.5pp |
| Annual return | 7.97% | 18.68%-10.7pp | 47.52%-39.5pp | 20.14%-12.2pp |
| Employer contribution / active EE | $2,602 | $2,883-9.7% | $4,617-43.6% | $2,281+14.1% |
| Participant deferral / active EE | $8,167 | $4,840+68.7% | $5,984+36.5% | $3,203+155.0% |
| Admin fee / account holder | $18,056 | $4,826+274.2% | $8,357+116.1% | $4,296+320.3% |