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 | $160,747 | $86,929+84.9% | $102,423+56.9% | $80,856+98.8% |
| Participation rate | 72.7% | 72.4%+0.4pp | 76.5%-3.8pp | 67.6%+5.1pp |
| Annual return | 15.37% | 18.88%-3.5pp | 29.32%-14.0pp | 35.59%-20.2pp |
| Employer contribution / active EE | $1,461 | $2,369-38.3% | $3,023-51.7% | $2,755-47.0% |
| Participant deferral / active EE | $5,130 | $4,118+24.6% | $5,053+1.5% | $4,296+19.4% |
| Admin fee / account holder | $15,047 | $8,049+86.9% | $9,451+59.2% | $6,918+117.5% |