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 5-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 | $153,020 | $201,272-24.0% | $184,203-16.9% | $145,922+4.9% |
| Participation rate | 85.7% | 87.5%-1.8pp | 86.8%-1.1pp | 80.3%+5.4pp |
| Annual return | 14.69% | 29.00%-14.3pp | 28.81%-14.1pp | 561.29%-546.6pp |
| Employer contribution / active EE | $3,004 | $7,022-57.2% | $6,427-53.3% | $4,660-35.5% |
| Participant deferral / active EE | $7,765 | $9,806-20.8% | $9,131-15.0% | $6,688+16.1% |
| Admin fee / account holder | $26,402 | $16,364+61.3% | $13,901+89.9% | $13,397+97.1% |