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 | $198,515 | $86,929+128.4% | $102,423+93.8% | $80,856+145.5% |
| Participation rate | 92.7% | 72.4%+20.4pp | 76.5%+16.2pp | 67.6%+25.1pp |
| Annual return | 14.27% | 18.88%-4.6pp | 29.32%-15.1pp | 35.59%-21.3pp |
| Employer contribution / active EE | $2,077 | $2,369-12.4% | $3,023-31.3% | $2,755-24.6% |
| Participant deferral / active EE | $7,299 | $4,118+77.2% | $5,053+44.4% | $4,296+69.9% |
| Admin fee / account holder | $9,371 | $8,049+16.4% | $9,451-0.8% | $6,918+35.5% |