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 3-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 | $189,056 | $86,929+117.5% | $102,423+84.6% | $80,856+133.8% |
| Participation rate | 84.9% | 72.4%+12.5pp | 76.5%+8.4pp | 67.6%+17.3pp |
| Annual return | 23.22% | 18.88%+4.3pp | 29.32%-6.1pp | 35.59%-12.4pp |
| Employer contribution / active EE | $5,610 | $2,369+136.8% | $3,023+85.6% | $2,755+103.7% |
| Participant deferral / active EE | $10,323 | $4,118+150.6% | $5,053+104.3% | $4,296+140.3% |
| Admin fee / account holder | $4,069 | $8,049-49.5% | $9,451-56.9% | $6,918-41.2% |