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 | $183,098 | $62,132+194.7% | $185,823-1.5% | $73,488+149.2% |
| Participation rate | 71.6% | 67.8%+3.8pp | 78.0%-6.5pp | 70.7%+0.9pp |
| Annual return | 14.91% | 20.44%-5.5pp | 35.95%-21.0pp | 28.51%-13.6pp |
| Employer contribution / active EE | $4,884 | $1,681+190.5% | $4,087+19.5% | $2,270+115.2% |
| Participant deferral / active EE | $8,395 | $3,711+126.2% | $5,632+49.1% | $3,740+124.5% |
| Admin fee / account holder | $22,124 | $419+5183.6% | $9,500+132.9% | $513+4212.0% |