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 | $246,307 | $99,341+147.9% | $84,750+190.6% | $273,961-10.1% |
| Participation rate | 87.5% | 80.7%+6.8pp | 76.6%+10.9pp | 83.0%+4.5pp |
| Annual return | 6.81% | 22.93%-16.1pp | 22.78%-16.0pp | 41.45%-34.6pp |
| Employer contribution / active EE | $3,031 | $4,214-28.1% | $3,574-15.2% | $4,869-37.8% |
| Participant deferral / active EE | $7,748 | $4,269+81.5% | $3,712+108.8% | $5,287+46.5% |
| Admin fee / account holder | $17,260 | $6,644+159.8% | $5,332+223.7% | $10,132+70.4% |