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 | $182,904 | $95,803+90.9% | $113,168+61.6% | $84,808+115.7% |
| Participation rate | 70.3% | 72.9%-2.6pp | 76.6%-6.3pp | 68.3%+2.0pp |
| Annual return | 25.39% | 25.00%+0.4pp | 24.27%+1.1pp | 40.90%-15.5pp |
| Employer contribution / active EE | $3,792 | $2,360+60.7% | $2,975+27.4% | $2,631+44.1% |
| Participant deferral / active EE | $8,294 | $4,242+95.5% | $5,107+62.4% | $4,212+96.9% |
| Admin fee / account holder | $14,082 | $8,989+56.7% | $12,068+16.7% | $7,344+91.8% |