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 | $169,316 | $86,929+94.8% | $102,423+65.3% | $80,856+109.4% |
| Participation rate | 92.0% | 72.4%+19.6pp | 76.5%+15.5pp | 67.6%+24.4pp |
| Annual return | 12.98% | 18.88%-5.9pp | 29.32%-16.3pp | 35.59%-22.6pp |
| Employer contribution / active EE | $2,861 | $2,369+20.8% | $3,023-5.4% | $2,755+3.9% |
| Participant deferral / active EE | $5,904 | $4,118+43.3% | $5,053+16.8% | $4,296+37.4% |
| Admin fee / account holder | $29,600 | $8,049+267.7% | $9,451+213.2% | $6,918+327.9% |