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 | $153,647 | $76,367+101.2% | $93,606+64.1% | $72,985+110.5% |
| Participation rate | 88.2% | 71.7%+16.5pp | 75.8%+12.4pp | 69.5%+18.7pp |
| Annual return | 24.19% | 25.82%-1.6pp | 32.76%-8.6pp | 81.00%-56.8pp |
| Employer contribution / active EE | $1,267 | $2,275-44.3% | $2,718-53.4% | $2,440-48.1% |
| Participant deferral / active EE | $4,715 | $3,538+33.3% | $4,069+15.9% | $3,607+30.7% |
| Admin fee / account holder | $15,169 | $6,838+121.8% | $7,888+92.3% | $5,124+196.0% |