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 | $219,225 | $86,929+152.2% | $102,423+114.0% | $80,856+171.1% |
| Participation rate | 79.5% | 72.4%+7.1pp | 76.5%+3.0pp | 67.6%+11.8pp |
| Annual return | 12.64% | 18.88%-6.2pp | 29.32%-16.7pp | 35.59%-23.0pp |
| Employer contribution / active EE | $5,753 | $2,369+142.8% | $3,023+90.3% | $2,755+108.8% |
| Participant deferral / active EE | $3,921 | $4,118-4.8% | $5,053-22.4% | $4,296-8.7% |
| Admin fee / account holder | $12,411 | $8,049+54.2% | $9,451+31.3% | $6,918+79.4% |