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 | $164,356 | $58,828+179.4% | $77,999+110.7% | $62,891+161.3% |
| Participation rate | 96.6% | 71.1%+25.5pp | 75.5%+21.0pp | 69.3%+27.2pp |
| Annual return | 8.96% | 17.16%-8.2pp | 425.96%-417.0pp | 20.14%-11.2pp |
| Employer contribution / active EE | $769 | $1,672-54.0% | $2,470-68.9% | $2,281-66.3% |
| Participant deferral / active EE | $7,546 | $2,686+181.0% | $3,497+115.8% | $3,203+135.6% |
| Admin fee / account holder | $2,395 | $4,393-45.5% | $5,480-56.3% | $4,296-44.3% |