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 | $183,046 | $95,453+91.8% | $112,040+63.4% | $82,448+122.0% |
| Participation rate | 75.7% | 72.8%+2.9pp | 76.5%-0.8pp | 68.1%+7.6pp |
| Annual return | 15.26% | 23.92%-8.7pp | 24.52%-9.3pp | 41.64%-26.4pp |
| Employer contribution / active EE | $3,151 | $2,318+36.0% | $2,954+6.7% | $2,551+23.5% |
| Participant deferral / active EE | $6,663 | $4,224+57.7% | $5,098+30.7% | $4,139+61.0% |
| Admin fee / account holder | $4,167 | $9,013-53.8% | $12,098-65.6% | $7,234-42.4% |