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 | $165,578 | $69,518+138.2% | $59,878+176.5% | $135,375+22.3% |
| Participation rate | 95.7% | 77.8%+17.8pp | 74.7%+21.0pp | 82.6%+13.0pp |
| Annual return | 10.53% | 7.94%+2.6pp | 3.46%+7.1pp | 519.73%-509.2pp |
| Employer contribution / active EE | $5,734 | $3,235+77.3% | $2,722+110.7% | $4,779+20.0% |
| Participant deferral / active EE | $4,492 | $4,206+6.8% | $3,402+32.0% | $5,609-19.9% |
| Admin fee / account holder | $3,801 | $5,734-33.7% | $3,590+5.9% | $10,827-64.9% |