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 | $212,444 | $99,341+113.9% | $84,750+150.7% | $273,961-22.5% |
| Participation rate | 83.3% | 80.7%+2.6pp | 76.6%+6.7pp | 83.0%+0.3pp |
| Annual return | 3.14% | 22.93%-19.8pp | 22.78%-19.6pp | 41.45%-38.3pp |
| Employer contribution / active EE | $6,434 | $4,214+52.7% | $3,574+80.0% | $4,869+32.2% |
| Participant deferral / active EE | $9,008 | $4,269+111.0% | $3,712+142.7% | $5,287+70.4% |
| Admin fee / account holder | $16,361 | $6,644+146.2% | $5,332+206.8% | $10,132+61.5% |