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 | $175,558 | $86,929+102.0% | $102,423+71.4% | $80,856+117.1% |
| Participation rate | 77.4% | 72.4%+5.0pp | 76.5%+0.9pp | 67.6%+9.8pp |
| Annual return | 10.56% | 18.88%-8.3pp | 29.32%-18.8pp | 35.59%-25.0pp |
| Employer contribution / active EE | $2,646 | $2,369+11.7% | $3,023-12.5% | $2,755-3.9% |
| Participant deferral / active EE | $5,035 | $4,118+22.2% | $5,053-0.4% | $4,296+17.2% |
| Admin fee / account holder | $504 | $8,049-93.7% | $9,451-94.7% | $6,918-92.7% |