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 | $184,142 | $98,750+86.5% | $149,696+23.0% | $79,858+130.6% |
| Participation rate | 93.5% | 75.8%+17.7pp | 82.5%+11.0pp | 69.6%+23.8pp |
| Annual return | 25.30% | 27.43%-2.1pp | 276.60%-251.3pp | 31.71%-6.4pp |
| Employer contribution / active EE | $11,701 | $3,216+263.8% | $4,644+152.0% | $2,471+373.6% |
| Participant deferral / active EE | $3,187 | $5,680-43.9% | $6,842-53.4% | $3,740-14.8% |
| Admin fee / account holder | $2,217 | $6,053-63.4% | $9,309-76.2% | $5,306-58.2% |