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 | $163,740 | $77,634+110.9% | $156,549+4.6% | $62,891+160.4% |
| Participation rate | 90.2% | 71.2%+19.0pp | 84.0%+6.2pp | 69.3%+20.9pp |
| Annual return | 8.77% | 50.32%-41.6pp | 32.23%-23.5pp | 20.14%-11.4pp |
| Employer contribution / active EE | $2,791 | $3,444-18.9% | $5,501-49.3% | $2,281+22.4% |
| Participant deferral / active EE | $6,314 | $3,045+107.3% | $4,871+29.6% | $3,203+97.1% |
| Admin fee / account holder | $6,480 | $5,561+16.5% | $13,027-50.3% | $4,296+50.8% |