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 | $183,364 | $77,899+135.4% | $149,673+22.5% | $75,163+144.0% |
| Participation rate | 77.8% | 65.6%+12.2pp | 78.8%-1.0pp | 67.2%+10.6pp |
| Annual return | 13.98% | 31.72%-17.7pp | 134.42%-120.4pp | 160.62%-146.6pp |
| Employer contribution / active EE | $4,630 | $3,137+47.6% | $4,818-3.9% | $2,670+73.4% |
| Participant deferral / active EE | $8,339 | $3,411+144.5% | $5,680+46.8% | $4,125+102.2% |
| Admin fee / account holder | $9,069 | $5,956+52.3% | $13,210-31.3% | $5,651+60.5% |