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 | $224,253 | $89,753+149.9% | $107,525+108.6% | $84,808+164.4% |
| Participation rate | 72.0% | 68.1%+3.9pp | 75.1%-3.1pp | 68.3%+3.7pp |
| Annual return | 13.94% | 29.48%-15.5pp | 181.32%-167.4pp | 40.90%-27.0pp |
| Employer contribution / active EE | $2,057 | $3,113-33.9% | $3,754-45.2% | $2,631-21.8% |
| Participant deferral / active EE | $5,201 | $4,056+28.2% | $5,116+1.7% | $4,212+23.5% |
| Admin fee / account holder | $7,414 | $7,222+2.7% | $8,919-16.9% | $7,344+1.0% |