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 3-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 | $213,031 | $106,749+99.6% | $145,433+46.5% | $82,448+158.4% |
| Participation rate | 76.9% | 75.6%+1.3pp | 82.1%-5.2pp | 68.1%+8.9pp |
| Annual return | 20.38% | 27.59%-7.2pp | 66.58%-46.2pp | 41.64%-21.3pp |
| Employer contribution / active EE | $2,873 | $3,444-16.6% | $4,554-36.9% | $2,551+12.6% |
| Participant deferral / active EE | $9,044 | $6,519+38.7% | $7,897+14.5% | $4,139+118.5% |
| Admin fee / account holder | $1,537 | $8,390-81.7% | $13,129-88.3% | $7,234-78.8% |