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 | $200,053 | $81,248+146.2% | $155,509+28.6% | $80,856+147.4% |
| Participation rate | 71.4% | 66.2%+5.2pp | 78.2%-6.8pp | 67.6%+3.8pp |
| Annual return | 11.36% | 33.31%-21.9pp | 64.67%-53.3pp | 35.59%-24.2pp |
| Employer contribution / active EE | $2,519 | $3,100-18.8% | $4,672-46.1% | $2,755-8.6% |
| Participant deferral / active EE | $6,261 | $3,452+81.4% | $5,626+11.3% | $4,296+45.7% |
| Admin fee / account holder | $5,811 | $7,997-27.3% | $15,912-63.5% | $6,918-16.0% |