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 | $147,792 | $86,929+70.0% | $102,423+44.3% | $80,856+82.8% |
| Participation rate | 97.1% | 72.4%+24.7pp | 76.5%+20.6pp | 67.6%+29.4pp |
| Annual return | 12.49% | 18.88%-6.4pp | 29.32%-16.8pp | 35.59%-23.1pp |
| Employer contribution / active EE | $4,729 | $2,369+99.6% | $3,023+56.4% | $2,755+71.6% |
| Participant deferral / active EE | $4,505 | $4,118+9.4% | $5,053-10.8% | $4,296+4.9% |
| Admin fee / account holder | $5,156 | $8,049-35.9% | $9,451-45.4% | $6,918-25.5% |