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 | $148,582 | $63,764+133.0% | $81,930+81.4% | $79,858+86.1% |
| Participation rate | 94.4% | 67.5%+26.9pp | 72.0%+22.4pp | 69.6%+24.8pp |
| Annual return | 14.76% | 22.66%-7.9pp | 29.49%-14.7pp | 31.71%-17.0pp |
| Employer contribution / active EE | $2,778 | $1,795+54.7% | $4,310-35.6% | $2,471+12.4% |
| Participant deferral / active EE | $3,508 | $2,780+26.2% | $7,107-50.6% | $3,740-6.2% |
| Admin fee / account holder | $2,922 | $4,426-34.0% | $5,158-43.3% | $5,306-44.9% |