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 | $181,849 | $135,952+33.8% | $123,892+46.8% | $273,961-33.6% |
| Participation rate | 90.9% | 84.1%+6.8pp | 81.4%+9.5pp | 83.0%+7.9pp |
| Annual return | 7.30% | 56.63%-49.3pp | 47.52%-40.2pp | 41.45%-34.2pp |
| Employer contribution / active EE | $2,477 | $5,170-52.1% | $4,617-46.4% | $4,869-49.1% |
| Participant deferral / active EE | $10,623 | $6,343+67.5% | $5,984+77.5% | $5,287+100.9% |
| Admin fee / account holder | $19,604 | $9,817+99.7% | $8,357+134.6% | $10,132+93.5% |