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 | $157,200 | $77,813+102.0% | $123,544+27.2% | $64,186+144.9% |
| Participation rate | 90.2% | 74.7%+15.5pp | 82.3%+7.9pp | 69.6%+20.6pp |
| Annual return | -7.45% | 12.48%-19.9pp | 119.20%-126.6pp | 7.63%-15.1pp |
| Employer contribution / active EE | $700 | $3,014-76.8% | $4,628-84.9% | $2,381-70.6% |
| Participant deferral / active EE | $11,678 | $5,240+122.9% | $6,426+81.7% | $3,470+236.6% |
| Admin fee / account holder | $509 | $5,519-90.8% | $9,284-94.5% | $4,888-89.6% |