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 | $148,441 | $56,897+160.9% | $84,750+75.2% | $62,891+136.0% |
| Participation rate | 92.9% | 68.5%+24.3pp | 76.6%+16.3pp | 69.3%+23.6pp |
| Annual return | 6.09% | 6.30%-0.2pp | 22.78%-16.7pp | 20.14%-14.1pp |
| Employer contribution / active EE | $4,499 | $2,400+87.5% | $3,574+25.9% | $2,281+97.2% |
| Participant deferral / active EE | $7,167 | $2,709+164.5% | $3,712+93.1% | $3,203+123.8% |
| Admin fee / account holder | $6,900 | $3,581+92.7% | $5,332+29.4% | $4,296+60.6% |