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 9-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 | $186,051 | $76,367+143.6% | $93,606+98.8% | $72,985+154.9% |
| Participation rate | 73.1% | 71.7%+1.3pp | 75.8%-2.8pp | 69.5%+3.6pp |
| Annual return | 22.21% | 25.82%-3.6pp | 32.76%-10.6pp | 81.00%-58.8pp |
| Employer contribution / active EE | $5,284 | $2,275+132.2% | $2,718+94.4% | $2,440+116.6% |
| Participant deferral / active EE | $5,800 | $3,538+63.9% | $4,069+42.5% | $3,607+60.8% |
| Admin fee / account holder | $15,497 | $6,838+126.6% | $7,888+96.5% | $5,124+202.4% |