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 | $182,424 | $58,523+211.7% | $99,443+83.4% | $72,985+149.9% |
| Participation rate | 87.9% | 64.6%+23.3pp | 73.8%+14.0pp | 69.5%+18.4pp |
| Annual return | 21.27% | 28.51%-7.2pp | 30.72%-9.5pp | 81.00%-59.7pp |
| Employer contribution / active EE | $2,530 | $1,512+67.3% | $2,540-0.4% | $2,440+3.7% |
| Participant deferral / active EE | $2,622 | $2,606+0.6% | $3,619-27.5% | $3,607-27.3% |
| Admin fee / account holder | $7,006 | $4,102+70.8% | $6,250+12.1% | $5,124+36.7% |