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 | $173,849 | $101,724+70.9% | $164,813+5.5% | $80,856+115.0% |
| Participation rate | 75.3% | 71.8%+3.5pp | 78.6%-3.3pp | 67.6%+7.7pp |
| Annual return | 14.10% | 16.72%-2.6pp | 69.93%-55.8pp | 35.59%-21.5pp |
| Employer contribution / active EE | $2,503 | $2,953-15.2% | $4,341-42.3% | $2,755-9.1% |
| Participant deferral / active EE | $6,569 | $4,477+46.7% | $6,031+8.9% | $4,296+52.9% |
| Admin fee / account holder | $16,934 | $8,227+105.8% | $12,690+33.4% | $6,918+144.8% |