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 | $168,940 | $58,512+188.7% | $84,015+101.1% | $72,985+131.5% |
| Participation rate | 80.0% | 61.2%+18.8pp | 69.0%+11.0pp | 69.5%+10.5pp |
| Annual return | 20.41% | 28.93%-8.5pp | 71.31%-50.9pp | 81.00%-60.6pp |
| Employer contribution / active EE | $835 | $1,163-28.2% | $1,983-57.9% | $2,440-65.8% |
| Participant deferral / active EE | $2,732 | $2,394+14.1% | $3,239-15.6% | $3,607-24.3% |
| Admin fee / account holder | $1,287 | $4,569-71.8% | $6,101-78.9% | $5,124-74.9% |