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 | $225,714 | $100,970+123.5% | $96,576+133.7% | $137,256+64.4% |
| Participation rate | 78.3% | 82.6%-4.4pp | 81.4%-3.2pp | 80.0%-1.7pp |
| Annual return | 14.86% | 38.16%-23.3pp | 38.47%-23.6pp | 220.34%-205.5pp |
| Employer contribution / active EE | $7,820 | $3,809+105.3% | $3,553+120.1% | $4,156+88.2% |
| Participant deferral / active EE | $4,332 | $8,286-47.7% | $7,956-45.6% | $6,407-32.4% |
| Admin fee / account holder | $17,848 | $11,312+57.8% | $11,381+56.8% | $12,270+45.5% |