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 | $180,743 | $103,376+74.8% | $87,100+107.5% | $152,861+18.2% |
| Participation rate | 80.0% | 79.3%+0.7pp | 76.9%+3.1pp | 82.4%-2.4pp |
| Annual return | 16.57% | 28.10%-11.5pp | 28.19%-11.6pp | 345.32%-328.7pp |
| Employer contribution / active EE | $708 | $3,220-78.0% | $2,521-71.9% | $4,762-85.1% |
| Participant deferral / active EE | $5,404 | $4,778+13.1% | $4,049+33.5% | $5,850-7.6% |
| Admin fee / account holder | $6,378 | $12,205-47.7% | $7,497-14.9% | $11,596-45.0% |