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 | $225,509 | $106,749+111.3% | $145,433+55.1% | $82,448+173.5% |
| Participation rate | 74.1% | 75.6%-1.6pp | 82.1%-8.0pp | 68.1%+6.0pp |
| Annual return | 18.72% | 27.59%-8.9pp | 66.58%-47.9pp | 41.64%-22.9pp |
| Employer contribution / active EE | $1,907 | $3,444-44.6% | $4,554-58.1% | $2,551-25.2% |
| Participant deferral / active EE | $12,757 | $6,519+95.7% | $7,897+61.5% | $4,139+208.2% |
| Admin fee / account holder | $5,848 | $8,390-30.3% | $13,129-55.5% | $7,234-19.2% |