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 | $173,268 | $81,248+113.3% | $155,509+11.4% | $80,856+114.3% |
| Participation rate | 86.5% | 66.2%+20.3pp | 78.2%+8.4pp | 67.6%+18.9pp |
| Annual return | 11.86% | 33.31%-21.5pp | 64.67%-52.8pp | 35.59%-23.7pp |
| Employer contribution / active EE | $692 | $3,100-77.7% | $4,672-85.2% | $2,755-74.9% |
| Participant deferral / active EE | $6,710 | $3,452+94.4% | $5,626+19.3% | $4,296+56.2% |
| Admin fee / account holder | $1,843 | $7,997-77.0% | $15,912-88.4% | $6,918-73.4% |