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 | $166,123 | $106,749+55.6% | $145,433+14.2% | $82,448+101.5% |
| Participation rate | 89.8% | 75.6%+14.2pp | 82.1%+7.7pp | 68.1%+21.8pp |
| Annual return | 15.88% | 27.59%-11.7pp | 66.58%-50.7pp | 41.64%-25.8pp |
| Employer contribution / active EE | $2,771 | $3,444-19.5% | $4,554-39.2% | $2,551+8.6% |
| Participant deferral / active EE | $16,281 | $6,519+149.8% | $7,897+106.2% | $4,139+293.3% |
| Admin fee / account holder | $19,462 | $8,390+132.0% | $13,129+48.2% | $7,234+169.0% |