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 | $179,505 | $72,012+149.3% | $185,823-3.4% | $79,858+124.8% |
| Participation rate | 75.0% | 65.8%+9.2pp | 78.0%-3.0pp | 69.6%+5.4pp |
| Annual return | 14.34% | 23.12%-8.8pp | 35.95%-21.6pp | 31.71%-17.4pp |
| Employer contribution / active EE | $2,734 | $1,965+39.1% | $4,087-33.1% | $2,471+10.6% |
| Participant deferral / active EE | $4,767 | $3,779+26.2% | $5,632-15.4% | $3,740+27.5% |
| Admin fee / account holder | $8,219 | $4,513+82.1% | $9,500-13.5% | $5,306+54.9% |