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 | $184,580 | $148,534+24.3% | $135,903+35.8% | $139,434+32.4% |
| Participation rate | 73.7% | 83.9%-10.2pp | 81.9%-8.2pp | 80.3%-6.6pp |
| Annual return | 12.28% | 79.19%-66.9pp | 68.23%-55.9pp | 372.94%-360.7pp |
| Employer contribution / active EE | $3,020 | $5,243-42.4% | $4,856-37.8% | $4,751-36.4% |
| Participant deferral / active EE | $8,035 | $8,100-0.8% | $7,758+3.6% | $6,710+19.7% |
| Admin fee / account holder | $15,384 | $12,400+24.1% | $10,762+43.0% | $11,403+34.9% |