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 | $201,575 | $93,571+115.4% | $135,903+48.3% | $75,163+168.2% |
| Participation rate | 77.5% | 75.2%+2.3pp | 81.9%-4.4pp | 67.2%+10.3pp |
| Annual return | 17.87% | 30.90%-13.0pp | 68.23%-50.4pp | 160.62%-142.7pp |
| Employer contribution / active EE | $4,040 | $3,537+14.2% | $4,856-16.8% | $2,670+51.3% |
| Participant deferral / active EE | $9,061 | $6,404+41.5% | $7,758+16.8% | $4,125+119.7% |
| Admin fee / account holder | $7,220 | $6,975+3.5% | $10,762-32.9% | $5,651+27.8% |