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 | $201,643 | $95,453+111.2% | $112,040+80.0% | $82,448+144.6% |
| Participation rate | 91.2% | 72.8%+18.4pp | 76.5%+14.7pp | 68.1%+23.1pp |
| Annual return | 17.20% | 23.92%-6.7pp | 24.52%-7.3pp | 41.64%-24.4pp |
| Employer contribution / active EE | $3,291 | $2,318+42.0% | $2,954+11.4% | $2,551+29.0% |
| Participant deferral / active EE | $7,142 | $4,224+69.1% | $5,098+40.1% | $4,139+72.5% |
| Admin fee / account holder | $5,785 | $9,013-35.8% | $12,098-52.2% | $7,234-20.0% |