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 | $186,200 | $89,355+108.4% | $141,162+31.9% | $72,985+155.1% |
| Participation rate | 75.9% | 75.1%+0.7pp | 82.5%-6.6pp | 69.5%+6.4pp |
| Annual return | 22.72% | 111.85%-89.1pp | 71.39%-48.7pp | 81.00%-58.3pp |
| Employer contribution / active EE | $2,457 | $3,114-21.1% | $4,735-48.1% | $2,440+0.7% |
| Participant deferral / active EE | $6,678 | $5,418+23.3% | $6,709-0.5% | $3,607+85.1% |
| Admin fee / account holder | $13,463 | $5,958+126.0% | $10,261+31.2% | $5,124+162.7% |