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 | $249,629 | $86,929+187.2% | $102,423+143.7% | $80,856+208.7% |
| Participation rate | 73.3% | 72.4%+1.0pp | 76.5%-3.2pp | 67.6%+5.7pp |
| Annual return | 14.74% | 18.88%-4.1pp | 29.32%-14.6pp | 35.59%-20.9pp |
| Employer contribution / active EE | $1,411 | $2,369-40.5% | $3,023-53.3% | $2,755-48.8% |
| Participant deferral / active EE | $7,606 | $4,118+84.7% | $5,053+50.5% | $4,296+77.0% |
| Admin fee / account holder | $5,470 | $8,049-32.0% | $9,451-42.1% | $6,918-20.9% |