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 | $189,376 | $81,248+133.1% | $155,509+21.8% | $80,856+134.2% |
| Participation rate | 96.2% | 66.2%+29.9pp | 78.2%+18.0pp | 67.6%+28.5pp |
| Annual return | 16.10% | 33.31%-17.2pp | 64.67%-48.6pp | 35.59%-19.5pp |
| Employer contribution / active EE | $2,195 | $3,100-29.2% | $4,672-53.0% | $2,755-20.3% |
| Participant deferral / active EE | $7,024 | $3,452+103.5% | $5,626+24.8% | $4,296+63.5% |
| Admin fee / account holder | $6,631 | $7,997-17.1% | $15,912-58.3% | $6,918-4.1% |