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 | $205,396 | $81,248+152.8% | $155,509+32.1% | $80,856+154.0% |
| Participation rate | 80.0% | 66.2%+13.8pp | 78.2%+1.8pp | 67.6%+12.4pp |
| Annual return | 14.22% | 33.31%-19.1pp | 64.67%-50.4pp | 35.59%-21.4pp |
| Employer contribution / active EE | $2,245 | $3,100-27.6% | $4,672-52.0% | $2,755-18.5% |
| Participant deferral / active EE | $5,602 | $3,452+62.3% | $5,626-0.4% | $4,296+30.4% |
| Admin fee / account holder | $4,157 | $7,997-48.0% | $15,912-73.9% | $6,918-39.9% |