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 | $174,496 | $91,190+91.4% | $178,490-2.2% | $79,858+118.5% |
| Participation rate | 80.8% | 69.2%+11.6pp | 81.9%-1.2pp | 69.6%+11.1pp |
| Annual return | 13.99% | 24.19%-10.2pp | 151.07%-137.1pp | 31.71%-17.7pp |
| Employer contribution / active EE | $851 | $3,256-73.9% | $5,011-83.0% | $2,471-65.6% |
| Participant deferral / active EE | $3,868 | $3,236+19.5% | $5,202-25.6% | $3,740+3.4% |
| Admin fee / account holder | $1,009 | $6,751-85.0% | $13,984-92.8% | $5,306-81.0% |