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 | $190,639 | $63,764+199.0% | $81,930+132.7% | $79,858+138.7% |
| Participation rate | 83.0% | 67.5%+15.5pp | 72.0%+11.0pp | 69.6%+13.3pp |
| Annual return | 15.96% | 22.66%-6.7pp | 29.49%-13.5pp | 31.71%-15.8pp |
| Employer contribution / active EE | $1,485 | $1,795-17.3% | $4,310-65.5% | $2,471-39.9% |
| Participant deferral / active EE | $6,430 | $2,780+131.3% | $7,107-9.5% | $3,740+71.9% |
| Admin fee / account holder | $1,074 | $4,426-75.7% | $5,158-79.2% | $5,306-79.8% |