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 | $149,687 | $76,552+95.5% | $123,892+20.8% | $62,891+138.0% |
| Participation rate | 75.3% | 73.0%+2.3pp | 81.4%-6.1pp | 69.3%+6.0pp |
| Annual return | 8.18% | 18.68%-10.5pp | 47.52%-39.3pp | 20.14%-12.0pp |
| Employer contribution / active EE | $2,143 | $2,883-25.7% | $4,617-53.6% | $2,281-6.1% |
| Participant deferral / active EE | $7,657 | $4,840+58.2% | $5,984+27.9% | $3,203+139.0% |
| Admin fee / account holder | $3,378 | $4,826-30.0% | $8,357-59.6% | $4,296-21.4% |