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 | $159,066 | $54,762+190.5% | $90,281+76.2% | $72,985+117.9% |
| Participation rate | 87.5% | 65.1%+22.4pp | 73.3%+14.2pp | 69.5%+18.0pp |
| Annual return | 18.93% | 30.63%-11.7pp | 78.10%-59.2pp | 81.00%-62.1pp |
| Employer contribution / active EE | $5,312 | $2,092+153.9% | $2,854+86.1% | $2,440+117.7% |
| Participant deferral / active EE | $6,428 | $2,887+122.7% | $3,885+65.4% | $3,607+78.2% |
| Admin fee / account holder | $10,287 | $3,972+159.0% | $5,351+92.2% | $5,124+100.7% |