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 | $154,709 | $53,127+191.2% | $86,590+78.7% | $70,131+120.6% |
| Participation rate | 75.0% | 65.3%+9.7pp | 73.5%+1.5pp | 69.5%+5.5pp |
| Annual return | 19.32% | 27.66%-8.3pp | 964.84%-945.5pp | 73.14%-53.8pp |
| Employer contribution / active EE | $887 | $2,068-57.1% | $2,839-68.8% | $2,342-62.1% |
| Participant deferral / active EE | $2,099 | $2,696-22.1% | $3,609-41.8% | $3,332-37.0% |
| Admin fee / account holder | $686 | $3,585-80.9% | $4,906-86.0% | $4,645-85.2% |