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 | $174,389 | $95,453+82.7% | $112,040+55.6% | $82,448+111.5% |
| Participation rate | 92.0% | 72.8%+19.2pp | 76.5%+15.5pp | 68.1%+23.9pp |
| Annual return | 13.38% | 23.92%-10.5pp | 24.52%-11.1pp | 41.64%-28.3pp |
| Employer contribution / active EE | $2,884 | $2,318+24.4% | $2,954-2.4% | $2,551+13.1% |
| Participant deferral / active EE | $12,522 | $4,224+196.5% | $5,098+145.6% | $4,139+202.5% |
| Admin fee / account holder | $16,765 | $9,013+86.0% | $12,098+38.6% | $7,234+131.7% |