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 | $182,687 | $88,672+106.0% | $105,223+73.6% | $82,448+121.6% |
| Participation rate | 78.6% | 67.9%+10.6pp | 75.0%+3.5pp | 68.1%+10.5pp |
| Annual return | 14.60% | 30.86%-16.3pp | 180.65%-166.0pp | 41.64%-27.0pp |
| Employer contribution / active EE | $2,741 | $3,048-10.1% | $3,689-25.7% | $2,551+7.5% |
| Participant deferral / active EE | $7,880 | $4,036+95.2% | $5,072+55.4% | $4,139+90.4% |
| Admin fee / account holder | $5,024 | $7,146-29.7% | $8,859-43.3% | $7,234-30.5% |