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 | $184,806 | $86,922+112.6% | $102,438+80.4% | $80,874+128.5% |
| Participation rate | 90.5% | 72.4%+18.2pp | 76.5%+14.0pp | 67.6%+22.9pp |
| Annual return | 20.56% | 18.90%+1.7pp | 29.37%-8.8pp | 35.62%-15.1pp |
| Employer contribution / active EE | $8,779 | $2,369+270.5% | $3,024+190.3% | $2,756+218.6% |
| Participant deferral / active EE | $13,606 | $4,119+230.3% | $5,054+169.2% | $4,297+216.6% |
| Admin fee / account holder | $4,417 | $8,050-45.1% | $9,448-53.3% | $6,935-36.3% |