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 | $164,643 | $48,046+242.7% | $84,611+94.6% | $72,985+125.6% |
| Participation rate | 70.2% | 57.6%+12.6pp | 68.2%+2.0pp | 69.5%+0.7pp |
| Annual return | 35.42% | 37.38%-2.0pp | 258.74%-223.3pp | 81.00%-45.6pp |
| Employer contribution / active EE | $3,149 | $1,602+96.6% | $2,652+18.7% | $2,440+29.1% |
| Participant deferral / active EE | $6,360 | $2,680+137.3% | $3,899+63.1% | $3,607+76.3% |
| Admin fee / account holder | $2,127 | $3,395-37.3% | $4,912-56.7% | $5,124-58.5% |