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 | $248,587 | $101,724+144.4% | $164,813+50.8% | $80,856+207.4% |
| Participation rate | 70.3% | 71.8%-1.6pp | 78.6%-8.3pp | 67.6%+2.6pp |
| Annual return | 13.07% | 16.72%-3.7pp | 69.93%-56.9pp | 35.59%-22.5pp |
| Employer contribution / active EE | $1,082 | $2,953-63.4% | $4,341-75.1% | $2,755-60.7% |
| Participant deferral / active EE | $9,171 | $4,477+104.8% | $6,031+52.0% | $4,296+113.5% |
| Admin fee / account holder | $3,273 | $8,227-60.2% | $12,690-74.2% | $6,918-52.7% |