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 9-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 | $167,523 | $81,248+106.2% | $155,509+7.7% | $80,856+107.2% |
| Participation rate | 90.0% | 66.2%+23.8pp | 78.2%+11.8pp | 67.6%+22.4pp |
| Annual return | 16.06% | 33.31%-17.2pp | 64.67%-48.6pp | 35.59%-19.5pp |
| Employer contribution / active EE | $1,729 | $3,100-44.2% | $4,672-63.0% | $2,755-37.2% |
| Participant deferral / active EE | $2,942 | $3,452-14.8% | $5,626-47.7% | $4,296-31.5% |
| Admin fee / account holder | $10,364 | $7,997+29.6% | $15,912-34.9% | $6,918+49.8% |