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 | $176,445 | $76,407+130.9% | $150,298+17.4% | $82,448+114.0% |
| Participation rate | 75.0% | 66.4%+8.6pp | 77.8%-2.8pp | 68.1%+6.9pp |
| Annual return | 16.91% | 39.99%-23.1pp | 62.79%-45.9pp | 41.64%-24.7pp |
| Employer contribution / active EE | $2,234 | $2,614-14.5% | $4,154-46.2% | $2,551-12.4% |
| Participant deferral / active EE | $4,706 | $3,214+46.4% | $5,453-13.7% | $4,139+13.7% |
| Admin fee / account holder | $3,690 | $6,352-41.9% | $14,116-73.9% | $7,234-49.0% |