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 | $143,934 | $71,050+102.6% | $93,606+53.8% | $80,856+78.0% |
| Participation rate | 78.6% | 60.4%+18.2pp | 68.7%+9.9pp | 67.6%+10.9pp |
| Annual return | 15.55% | 11.26%+4.3pp | 133.20%-117.6pp | 35.59%-20.0pp |
| Employer contribution / active EE | $1,718 | $1,564+9.9% | $2,420-29.0% | $2,755-37.6% |
| Participant deferral / active EE | $5,195 | $4,034+28.8% | $4,411+17.8% | $4,296+20.9% |
| Admin fee / account holder | $7,309 | $6,945+5.2% | $8,285-11.8% | $6,918+5.7% |