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 | $201,513 | $70,475+185.9% | $100,516+100.5% | $79,858+152.3% |
| Participation rate | 78.1% | 73.7%+4.5pp | 79.4%-1.3pp | 69.6%+8.5pp |
| Annual return | 18.86% | 21.90%-3.0pp | 30.89%-12.0pp | 31.71%-12.9pp |
| Employer contribution / active EE | $3,334 | $2,165+54.0% | $3,418-2.5% | $2,471+34.9% |
| Participant deferral / active EE | $10,636 | $5,181+105.3% | $6,270+69.6% | $3,740+184.4% |
| Admin fee / account holder | $3,393 | $4,478-24.2% | $8,081-58.0% | $5,306-36.1% |