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 | $174,228 | $89,753+94.1% | $107,525+62.0% | $84,808+105.4% |
| Participation rate | 73.7% | 68.1%+5.6pp | 75.1%-1.4pp | 68.3%+5.4pp |
| Annual return | 17.59% | 29.48%-11.9pp | 181.32%-163.7pp | 40.90%-23.3pp |
| Employer contribution / active EE | $5,120 | $3,113+64.4% | $3,754+36.4% | $2,631+94.6% |
| Participant deferral / active EE | $6,379 | $4,056+57.3% | $5,116+24.7% | $4,212+51.5% |
| Admin fee / account holder | $5,739 | $7,222-20.5% | $8,919-35.7% | $7,344-21.9% |