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 | $157,492 | $76,367+106.2% | $93,606+68.3% | $72,985+115.8% |
| Participation rate | 86.7% | 71.7%+14.9pp | 75.8%+10.8pp | 69.5%+17.2pp |
| Annual return | 34.15% | 25.82%+8.3pp | 32.76%+1.4pp | 81.00%-46.9pp |
| Employer contribution / active EE | $7,217 | $2,275+217.2% | $2,718+165.5% | $2,440+195.8% |
| Participant deferral / active EE | $9,970 | $3,538+181.8% | $4,069+145.0% | $3,607+176.4% |
| Admin fee / account holder | $10,320 | $6,838+50.9% | $7,888+30.8% | $5,124+101.4% |