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 | $165,522 | $86,929+90.4% | $102,423+61.6% | $80,856+104.7% |
| Participation rate | 73.2% | 72.4%+0.8pp | 76.5%-3.3pp | 67.6%+5.5pp |
| Annual return | 14.58% | 18.88%-4.3pp | 29.32%-14.7pp | 35.59%-21.0pp |
| Employer contribution / active EE | $3,397 | $2,369+43.4% | $3,023+12.4% | $2,755+23.3% |
| Participant deferral / active EE | $8,871 | $4,118+115.4% | $5,053+75.6% | $4,296+106.5% |
| Admin fee / account holder | $46,022 | $8,049+471.8% | $9,451+387.0% | $6,918+565.2% |