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 | $146,820 | $65,395+124.5% | $182,532-19.6% | $72,985+101.2% |
| Participation rate | 89.7% | 65.4%+24.2pp | 78.0%+11.7pp | 69.5%+20.2pp |
| Annual return | 24.49% | 27.68%-3.2pp | 148.54%-124.0pp | 81.00%-56.5pp |
| Employer contribution / active EE | $3,037 | $1,911+58.9% | $4,076-25.5% | $2,440+24.5% |
| Participant deferral / active EE | $8,754 | $3,563+145.7% | $5,524+58.5% | $3,607+142.7% |
| Admin fee / account holder | $2,715 | $4,245-36.0% | $8,592-68.4% | $5,124-47.0% |