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 | $168,829 | $106,749+58.2% | $145,433+16.1% | $82,448+104.8% |
| Participation rate | 94.5% | 75.6%+18.9pp | 82.1%+12.4pp | 68.1%+26.5pp |
| Annual return | 18.44% | 27.59%-9.1pp | 66.58%-48.1pp | 41.64%-23.2pp |
| Employer contribution / active EE | $2,349 | $3,444-31.8% | $4,554-48.4% | $2,551-7.9% |
| Participant deferral / active EE | $9,396 | $6,519+44.1% | $7,897+19.0% | $4,139+127.0% |
| Admin fee / account holder | $1,741 | $8,390-79.3% | $13,129-86.7% | $7,234-75.9% |