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 | $156,750 | $81,248+92.9% | $155,509+0.8% | $80,856+93.9% |
| Participation rate | 96.2% | 66.2%+29.9pp | 78.2%+18.0pp | 67.6%+28.5pp |
| Annual return | 11.94% | 33.31%-21.4pp | 64.67%-52.7pp | 35.59%-23.7pp |
| Employer contribution / active EE | $2,483 | $3,100-19.9% | $4,672-46.9% | $2,755-9.9% |
| Participant deferral / active EE | $6,943 | $3,452+101.2% | $5,626+23.4% | $4,296+61.6% |
| Admin fee / account holder | $9,322 | $7,997+16.6% | $15,912-41.4% | $6,918+34.7% |