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 | $159,793 | $86,929+83.8% | $102,423+56.0% | $80,856+97.6% |
| Participation rate | 90.9% | 72.4%+18.5pp | 76.5%+14.4pp | 67.6%+23.3pp |
| Annual return | 18.49% | 18.88%-0.4pp | 29.32%-10.8pp | 35.59%-17.1pp |
| Employer contribution / active EE | $7,881 | $2,369+232.6% | $3,023+160.7% | $2,755+186.1% |
| Participant deferral / active EE | $4,790 | $4,118+16.3% | $5,053-5.2% | $4,296+11.5% |
| Admin fee / account holder | $3,015 | $8,049-62.5% | $9,451-68.1% | $6,918-56.4% |