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 | $238,687 | $86,929+174.6% | $102,423+133.0% | $80,856+195.2% |
| Participation rate | 93.2% | 72.4%+20.8pp | 76.5%+16.7pp | 67.6%+25.6pp |
| Annual return | 12.77% | 18.88%-6.1pp | 29.32%-16.6pp | 35.59%-22.8pp |
| Employer contribution / active EE | $4,780 | $2,369+101.8% | $3,023+58.1% | $2,755+73.5% |
| Participant deferral / active EE | $8,093 | $4,118+96.5% | $5,053+60.2% | $4,296+88.4% |
| Admin fee / account holder | $7,746 | $8,049-3.8% | $9,451-18.0% | $6,918+12.0% |