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 | $140,482 | $48,046+192.4% | $84,611+66.0% | $72,985+92.5% |
| Participation rate | 96.8% | 57.6%+39.2pp | 68.2%+28.5pp | 69.5%+27.3pp |
| Annual return | 17.84% | 37.38%-19.5pp | 258.74%-240.9pp | 81.00%-63.2pp |
| Employer contribution / active EE | $3,716 | $1,602+132.0% | $2,652+40.1% | $2,440+52.3% |
| Participant deferral / active EE | $5,005 | $2,680+86.7% | $3,899+28.4% | $3,607+38.8% |
| Admin fee / account holder | $4,709 | $3,395+38.7% | $4,912-4.1% | $5,124-8.1% |