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 | $181,878 | $117,983+54.2% | $101,794+78.7% | $142,382+27.7% |
| Participation rate | 87.5% | 74.2%+13.3pp | 69.2%+18.3pp | 80.1%+7.4pp |
| Annual return | 18.73% | 36.92%-18.2pp | 30.53%-11.8pp | 217.08%-198.3pp |
| Employer contribution / active EE | $3,078 | $2,773+11.0% | $2,289+34.5% | $4,299-28.4% |
| Participant deferral / active EE | $7,850 | $4,714+66.5% | $4,084+92.2% | $6,507+20.6% |
| Admin fee / account holder | $12,352 | $10,433+18.4% | $8,777+40.7% | $12,624-2.2% |