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 | $191,862 | $81,248+136.1% | $155,509+23.4% | $80,856+137.3% |
| Participation rate | 92.3% | 66.2%+26.1pp | 78.2%+14.1pp | 67.6%+24.7pp |
| Annual return | 31.97% | 33.31%-1.3pp | 64.67%-32.7pp | 35.59%-3.6pp |
| Employer contribution / active EE | $970 | $3,100-68.7% | $4,672-79.2% | $2,755-64.8% |
| Participant deferral / active EE | $3,042 | $3,452-11.9% | $5,626-45.9% | $4,296-29.2% |
| Admin fee / account holder | $64,528 | $7,997+706.9% | $15,912+305.5% | $6,918+832.8% |