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 | $244,130 | $88,042+177.3% | $138,135+76.7% | $79,858+205.7% |
| Participation rate | 85.7% | 71.4%+14.3pp | 78.7%+7.0pp | 69.6%+16.1pp |
| Annual return | 13.42% | 20.58%-7.2pp | 20.51%-7.1pp | 31.71%-18.3pp |
| Employer contribution / active EE | $2,046 | $3,103-34.1% | $5,587-63.4% | $2,471-17.2% |
| Participant deferral / active EE | $11,172 | $4,704+137.5% | $6,431+73.7% | $3,740+198.7% |
| Admin fee / account holder | $1,326 | $7,791-83.0% | $11,856-88.8% | $5,306-75.0% |