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 | $231,589 | $106,749+116.9% | $145,433+59.2% | $82,448+180.9% |
| Participation rate | 96.2% | 75.6%+20.5pp | 82.1%+14.0pp | 68.1%+28.1pp |
| Annual return | 17.32% | 27.59%-10.3pp | 66.58%-49.3pp | 41.64%-24.3pp |
| Employer contribution / active EE | $2,629 | $3,444-23.7% | $4,554-42.3% | $2,551+3.1% |
| Participant deferral / active EE | $7,469 | $6,519+14.6% | $7,897-5.4% | $4,139+80.4% |
| Admin fee / account holder | $8,758 | $8,390+4.4% | $13,129-33.3% | $7,234+21.1% |