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 | $136,183 | $46,869+190.6% | $122,332+11.3% | $70,131+94.2% |
| Participation rate | 98.3% | 58.2%+40.1pp | 71.6%+26.7pp | 69.5%+28.8pp |
| Annual return | 21.75% | 24.22%-2.5pp | 30.27%-8.5pp | 73.14%-51.4pp |
| Employer contribution / active EE | $723 | $1,288-43.8% | $4,050-82.1% | $2,342-69.1% |
| Participant deferral / active EE | $2,428 | $2,166+12.1% | $3,287-26.1% | $3,332-27.1% |
| Admin fee / account holder | $2,860 | $3,322-13.9% | $5,478-47.8% | $4,645-38.4% |