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 | $181,903 | $86,922+109.3% | $102,438+77.6% | $80,874+124.9% |
| Participation rate | 97.0% | 72.4%+24.6pp | 76.5%+20.5pp | 67.6%+29.3pp |
| Annual return | 14.44% | 18.90%-4.5pp | 29.37%-14.9pp | 35.62%-21.2pp |
| Employer contribution / active EE | $6,577 | $2,369+177.6% | $3,024+117.5% | $2,756+138.7% |
| Participant deferral / active EE | $4,285 | $4,119+4.0% | $5,054-15.2% | $4,297-0.3% |
| Admin fee / account holder | $3,357 | $8,050-58.3% | $9,448-64.5% | $6,935-51.6% |