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 | $176,751 | $77,634+127.7% | $156,549+12.9% | $62,891+181.0% |
| Participation rate | 92.5% | 71.2%+21.3pp | 84.0%+8.5pp | 69.3%+23.2pp |
| Annual return | 8.98% | 50.32%-41.3pp | 32.23%-23.2pp | 20.14%-11.2pp |
| Employer contribution / active EE | $6,371 | $3,444+85.0% | $5,501+15.8% | $2,281+179.3% |
| Participant deferral / active EE | $4,576 | $3,045+50.3% | $4,871-6.1% | $3,203+42.9% |
| Admin fee / account holder | $1,640 | $5,561-70.5% | $13,027-87.4% | $4,296-61.8% |