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 | $181,658 | $65,395+177.8% | $182,532-0.5% | $72,985+148.9% |
| Participation rate | 71.9% | 65.4%+6.4pp | 78.0%-6.1pp | 69.5%+2.4pp |
| Annual return | 19.04% | 27.68%-8.6pp | 148.54%-129.5pp | 81.00%-62.0pp |
| Employer contribution / active EE | $3,655 | $1,911+91.2% | $4,076-10.3% | $2,440+49.8% |
| Participant deferral / active EE | $7,028 | $3,563+97.3% | $5,524+27.2% | $3,607+94.8% |
| Admin fee / account holder | $2,827 | $4,245-33.4% | $8,592-67.1% | $5,124-44.8% |