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 | $173,678 | $76,367+127.4% | $93,606+85.5% | $72,985+138.0% |
| Participation rate | 92.6% | 71.7%+20.8pp | 75.8%+16.8pp | 69.5%+23.1pp |
| Annual return | 21.53% | 25.82%-4.3pp | 32.76%-11.2pp | 81.00%-59.5pp |
| Employer contribution / active EE | $4,444 | $2,275+95.3% | $2,718+63.5% | $2,440+82.2% |
| Participant deferral / active EE | $4,965 | $3,538+40.3% | $4,069+22.0% | $3,607+37.6% |
| Admin fee / account holder | $6,226 | $6,838-9.0% | $7,888-21.1% | $5,124+21.5% |