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 | $168,210 | $106,749+57.6% | $145,433+15.7% | $82,448+104.0% |
| Participation rate | 73.6% | 75.6%-2.1pp | 82.1%-8.5pp | 68.1%+5.5pp |
| Annual return | 14.47% | 27.59%-13.1pp | 66.58%-52.1pp | 41.64%-27.2pp |
| Employer contribution / active EE | $858 | $3,444-75.1% | $4,554-81.2% | $2,551-66.4% |
| Participant deferral / active EE | $8,652 | $6,519+32.7% | $7,897+9.6% | $4,139+109.0% |
| Admin fee / account holder | $2,672 | $8,390-68.1% | $13,129-79.6% | $7,234-63.1% |