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 | $156,984 | $93,571+67.8% | $135,903+15.5% | $75,163+108.9% |
| Participation rate | 80.0% | 75.2%+4.8pp | 81.9%-1.9pp | 67.2%+12.8pp |
| Annual return | 17.06% | 30.90%-13.8pp | 68.23%-51.2pp | 160.62%-143.6pp |
| Employer contribution / active EE | $3,194 | $3,537-9.7% | $4,856-34.2% | $2,670+19.6% |
| Participant deferral / active EE | $6,471 | $6,404+1.0% | $7,758-16.6% | $4,125+56.9% |
| Admin fee / account holder | $16,228 | $6,975+132.6% | $10,762+50.8% | $5,651+187.2% |