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 | $139,688 | $63,861+118.7% | $104,607+33.5% | $79,858+74.9% |
| Participation rate | 71.9% | 64.9%+7.0pp | 74.1%-2.2pp | 69.6%+2.2pp |
| Annual return | 14.30% | 21.30%-7.0pp | 340.46%-326.2pp | 31.71%-17.4pp |
| Employer contribution / active EE | $765 | $1,588-51.8% | $2,681-71.5% | $2,471-69.0% |
| Participant deferral / active EE | $3,559 | $2,693+32.1% | $3,740-4.8% | $3,740-4.8% |
| Admin fee / account holder | $1,260 | $4,185-69.9% | $6,473-80.5% | $5,306-76.3% |