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 | $148,296 | $76,367+94.2% | $93,606+58.4% | $72,985+103.2% |
| Participation rate | 78.8% | 71.7%+7.0pp | 75.8%+3.0pp | 69.5%+9.3pp |
| Annual return | 20.58% | 25.82%-5.2pp | 32.76%-12.2pp | 81.00%-60.4pp |
| Employer contribution / active EE | $2,338 | $2,275+2.8% | $2,718-14.0% | $2,440-4.2% |
| Participant deferral / active EE | $5,809 | $3,538+64.2% | $4,069+42.8% | $3,607+61.0% |
| Admin fee / account holder | $3,993 | $6,838-41.6% | $7,888-49.4% | $5,124-22.1% |