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 | $189,275 | $80,968+133.8% | $96,544+96.1% | $75,163+151.8% |
| Participation rate | 78.7% | 71.8%+6.9pp | 76.0%+2.7pp | 67.2%+11.5pp |
| Annual return | 20.59% | 27.06%-6.5pp | 25.84%-5.2pp | 160.62%-140.0pp |
| Employer contribution / active EE | $1,614 | $2,282-29.2% | $2,965-45.5% | $2,670-39.5% |
| Participant deferral / active EE | $5,908 | $3,928+50.4% | $4,851+21.8% | $4,125+43.2% |
| Admin fee / account holder | $9,461 | $6,724+40.7% | $8,252+14.6% | $5,651+67.4% |