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 | $171,962 | $76,367+125.2% | $93,606+83.7% | $72,985+135.6% |
| Participation rate | 94.2% | 71.7%+22.5pp | 75.8%+18.4pp | 69.5%+24.7pp |
| Annual return | 19.30% | 25.82%-6.5pp | 32.76%-13.5pp | 81.00%-61.7pp |
| Employer contribution / active EE | $2,885 | $2,275+26.8% | $2,718+6.2% | $2,440+18.3% |
| Participant deferral / active EE | $8,360 | $3,538+136.3% | $4,069+105.5% | $3,607+131.8% |
| Admin fee / account holder | $6,195 | $6,838-9.4% | $7,888-21.5% | $5,124+20.9% |