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 | $166,040 | $76,367+117.4% | $93,606+77.4% | $72,985+127.5% |
| Participation rate | 88.0% | 71.7%+16.3pp | 75.8%+12.2pp | 69.5%+18.5pp |
| Annual return | 30.39% | 25.82%+4.6pp | 32.76%-2.4pp | 81.00%-50.6pp |
| Employer contribution / active EE | $4,765 | $2,275+109.4% | $2,718+75.3% | $2,440+95.3% |
| Participant deferral / active EE | $8,477 | $3,538+139.6% | $4,069+108.4% | $3,607+135.0% |
| Admin fee / account holder | $3,865 | $6,838-43.5% | $7,888-51.0% | $5,124-24.6% |