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 | $190,079 | $64,480+194.8% | $81,382+133.6% | $80,856+135.1% |
| Participation rate | 92.3% | 63.9%+28.4pp | 69.5%+22.8pp | 67.6%+24.7pp |
| Annual return | 14.29% | 16.34%-2.1pp | 24.73%-10.4pp | 35.59%-21.3pp |
| Employer contribution / active EE | $2,815 | $1,978+42.3% | $2,463+14.3% | $2,755+2.2% |
| Participant deferral / active EE | $5,300 | $3,094+71.3% | $3,883+36.5% | $4,296+23.4% |
| Admin fee / account holder | $8,542 | $5,671+50.6% | $5,768+48.1% | $6,918+23.5% |