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 | $163,336 | $53,596+204.8% | $90,645+80.2% | $64,186+154.5% |
| Participation rate | 89.7% | 64.5%+25.1pp | 74.0%+15.6pp | 69.6%+20.1pp |
| Annual return | 31.47% | 4.41%+27.1pp | 1.88%+29.6pp | 7.63%+23.8pp |
| Employer contribution / active EE | $628 | $1,503-58.2% | $2,532-75.2% | $2,381-73.6% |
| Participant deferral / active EE | $4,552 | $2,459+85.1% | $3,425+32.9% | $3,470+31.2% |
| Admin fee / account holder | $8,856 | $3,868+129.0% | $4,994+77.3% | $4,888+81.2% |