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 | $149,306 | $70,475+111.9% | $100,516+48.5% | $79,858+87.0% |
| Participation rate | 85.5% | 73.7%+11.9pp | 79.4%+6.1pp | 69.6%+15.9pp |
| Annual return | 15.32% | 21.90%-6.6pp | 30.89%-15.6pp | 31.71%-16.4pp |
| Employer contribution / active EE | $389 | $2,165-82.0% | $3,418-88.6% | $2,471-84.2% |
| Participant deferral / active EE | $4,393 | $5,181-15.2% | $6,270-29.9% | $3,740+17.4% |
| Admin fee / account holder | $6,635 | $4,478+48.2% | $8,081-17.9% | $5,306+25.0% |