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 | $132,864 | $54,762+142.6% | $90,281+47.2% | $72,985+82.0% |
| Participation rate | 83.8% | 65.1%+18.6pp | 73.3%+10.5pp | 69.5%+14.3pp |
| Annual return | 19.94% | 30.63%-10.7pp | 78.10%-58.2pp | 81.00%-61.1pp |
| Employer contribution / active EE | $4,548 | $2,092+117.3% | $2,854+59.3% | $2,440+86.4% |
| Participant deferral / active EE | $2,562 | $2,887-11.3% | $3,885-34.1% | $3,607-29.0% |
| Admin fee / account holder | $3,219 | $3,972-19.0% | $5,351-39.8% | $5,124-37.2% |