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 | $142,613 | $79,944+78.4% | $98,439+44.9% | $75,163+89.7% |
| Participation rate | 89.1% | 70.4%+18.7pp | 75.2%+13.9pp | 67.2%+21.9pp |
| Annual return | 20.89% | 19.75%+1.1pp | 21.16%-0.3pp | 160.62%-139.7pp |
| Employer contribution / active EE | $1,225 | $2,264-45.9% | $3,048-59.8% | $2,670-54.1% |
| Participant deferral / active EE | $2,925 | $3,752-22.0% | $4,738-38.3% | $4,125-29.1% |
| Admin fee / account holder | $8,301 | $6,840+21.4% | $8,948-7.2% | $5,651+46.9% |