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 | $228,000 | $159,602+42.9% | $150,045+52.0% | $142,382+60.1% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.3%-4.5pp | 80.1%-2.3pp |
| Annual return | 14.60% | 70.24%-55.6pp | 62.55%-47.9pp | 217.08%-202.5pp |
| Employer contribution / active EE | $3,555 | $4,961-28.3% | $4,693-24.3% | $4,299-17.3% |
| Participant deferral / active EE | $7,156 | $8,310-13.9% | $7,997-10.5% | $6,507+10.0% |
| Admin fee / account holder | $25,000 | $14,846+68.4% | $13,435+86.1% | $12,624+98.0% |