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 | $125,780 | $58,512+115.0% | $84,015+49.7% | $72,985+72.3% |
| Participation rate | 87.5% | 61.2%+26.3pp | 69.0%+18.5pp | 69.5%+18.0pp |
| Annual return | 26.00% | 28.93%-2.9pp | 71.31%-45.3pp | 81.00%-55.0pp |
| Employer contribution / active EE | $15,033 | $1,163+1192.7% | $1,983+657.9% | $2,440+516.1% |
| Participant deferral / active EE | $11,860 | $2,394+395.4% | $3,239+266.2% | $3,607+228.8% |
| Admin fee / account holder | $10,656 | $4,569+133.2% | $6,101+74.7% | $5,124+108.0% |