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 | $190,717 | $109,881+73.6% | $150,045+27.1% | $84,808+124.9% |
| Participation rate | 81.6% | 76.1%+5.5pp | 82.3%-0.7pp | 68.3%+13.3pp |
| Annual return | 16.90% | 28.25%-11.3pp | 62.55%-45.7pp | 40.90%-24.0pp |
| Employer contribution / active EE | $1,476 | $3,561-58.5% | $4,693-68.5% | $2,631-43.9% |
| Participant deferral / active EE | $12,505 | $6,636+88.4% | $7,997+56.4% | $4,212+196.9% |
| Admin fee / account holder | $6,306 | $8,568-26.4% | $13,435-53.1% | $7,344-14.1% |