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 | $163,840 | $65,041+151.9% | $90,951+80.1% | $79,858+105.2% |
| Participation rate | 73.7% | 61.6%+12.1pp | 69.0%+4.7pp | 69.6%+4.1pp |
| Annual return | 13.51% | 30.45%-16.9pp | 134.60%-121.1pp | 31.71%-18.2pp |
| Employer contribution / active EE | $439 | $1,247-64.8% | $2,122-79.3% | $2,471-82.3% |
| Participant deferral / active EE | $5,700 | $2,512+126.9% | $3,373+69.0% | $3,740+52.4% |
| Admin fee / account holder | $11,141 | $4,536+145.6% | $5,959+87.0% | $5,306+110.0% |