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 | $172,204 | $72,492+137.5% | $87,100+97.7% | $72,985+135.9% |
| Participation rate | 98.7% | 72.8%+25.9pp | 76.9%+21.8pp | 69.5%+29.2pp |
| Annual return | 19.44% | 24.46%-5.0pp | 28.19%-8.7pp | 81.00%-61.6pp |
| Employer contribution / active EE | $1,715 | $1,894-9.4% | $2,521-32.0% | $2,440-29.7% |
| Participant deferral / active EE | $6,191 | $3,270+89.3% | $4,049+52.9% | $3,607+71.6% |
| Admin fee / account holder | $25,262 | $5,055+399.8% | $7,497+237.0% | $5,124+393.0% |