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 | $177,661 | $127,264+39.6% | $109,895+61.7% | $167,490+6.1% |
| Participation rate | 95.2% | 77.9%+17.4pp | 74.2%+21.0pp | 82.1%+13.1pp |
| Annual return | 26.73% | 22.97%+3.8pp | 29.45%-2.7pp | 478.56%-451.8pp |
| Employer contribution / active EE | $2,899 | $3,322-12.8% | $2,842+2.0% | $4,837-40.1% |
| Participant deferral / active EE | $4,263 | $4,514-5.6% | $4,048+5.3% | $6,341-32.8% |
| Admin fee / account holder | $5,201 | $7,114-26.9% | $6,066-14.2% | $12,309-57.7% |