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 | $168,205 | $65,395+157.2% | $182,532-7.8% | $72,985+130.5% |
| Participation rate | 86.2% | 65.4%+20.8pp | 78.0%+8.2pp | 69.5%+16.7pp |
| Annual return | 19.83% | 27.68%-7.8pp | 148.54%-128.7pp | 81.00%-61.2pp |
| Employer contribution / active EE | $2,977 | $1,911+55.8% | $4,076-27.0% | $2,440+22.0% |
| Participant deferral / active EE | $7,082 | $3,563+98.8% | $5,524+28.2% | $3,607+96.3% |
| Admin fee / account holder | $10,041 | $4,245+136.6% | $8,592+16.9% | $5,124+95.9% |