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 | $141,889 | $77,503+83.1% | $100,391+41.3% | $80,856+75.5% |
| Participation rate | 75.6% | 76.9%-1.3pp | 81.5%-5.8pp | 67.6%+8.0pp |
| Annual return | 16.44% | 37.20%-20.8pp | 49.20%-32.8pp | 35.59%-19.2pp |
| Employer contribution / active EE | $323 | $2,801-88.5% | $3,942-91.8% | $2,755-88.3% |
| Participant deferral / active EE | $3,211 | $6,820-52.9% | $8,082-60.3% | $4,296-25.2% |
| Admin fee / account holder | $8,357 | $5,897+41.7% | $7,899+5.8% | $6,918+20.8% |