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 | $150,083 | $86,929+72.6% | $102,423+46.5% | $80,856+85.6% |
| Participation rate | 97.7% | 72.4%+25.3pp | 76.5%+21.2pp | 67.6%+30.0pp |
| Annual return | 10.98% | 18.88%-7.9pp | 29.32%-18.3pp | 35.59%-24.6pp |
| Employer contribution / active EE | $4,064 | $2,369+71.5% | $3,023+34.4% | $2,755+47.5% |
| Participant deferral / active EE | $6,078 | $4,118+47.6% | $5,053+20.3% | $4,296+41.5% |
| Admin fee / account holder | $16,157 | $8,049+100.7% | $9,451+71.0% | $6,918+133.5% |