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 | $179,672 | $68,719+161.5% | $91,541+96.3% | $84,808+111.9% |
| Participation rate | 89.3% | 64.5%+24.8pp | 69.8%+19.5pp | 68.3%+21.0pp |
| Annual return | 14.64% | 19.12%-4.5pp | 20.50%-5.9pp | 40.90%-26.3pp |
| Employer contribution / active EE | $4,360 | $1,920+127.1% | $2,505+74.1% | $2,631+65.7% |
| Participant deferral / active EE | $6,992 | $3,136+123.0% | $4,008+74.5% | $4,212+66.0% |
| Admin fee / account holder | $10,023 | $5,786+73.2% | $6,956+44.1% | $7,344+36.5% |