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 | $181,734 | $98,750+84.0% | $149,696+21.4% | $79,858+127.6% |
| Participation rate | 82.1% | 75.8%+6.4pp | 82.5%-0.3pp | 69.6%+12.5pp |
| Annual return | 20.64% | 27.43%-6.8pp | 276.60%-256.0pp | 31.71%-11.1pp |
| Employer contribution / active EE | $15,067 | $3,216+368.4% | $4,644+224.4% | $2,471+509.8% |
| Participant deferral / active EE | $8,182 | $5,680+44.0% | $6,842+19.6% | $3,740+118.8% |
| Admin fee / account holder | $7,388 | $6,053+22.1% | $9,309-20.6% | $5,306+39.2% |