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 | $214,664 | $86,929+146.9% | $102,423+109.6% | $80,856+165.5% |
| Participation rate | 78.1% | 72.4%+5.7pp | 76.5%+1.6pp | 67.6%+10.5pp |
| Annual return | 12.90% | 18.88%-6.0pp | 29.32%-16.4pp | 35.59%-22.7pp |
| Employer contribution / active EE | $1,044 | $2,369-55.9% | $3,023-65.5% | $2,755-62.1% |
| Participant deferral / active EE | $4,453 | $4,118+8.1% | $5,053-11.9% | $4,296+3.7% |
| Admin fee / account holder | $31,112 | $8,049+286.5% | $9,451+229.2% | $6,918+349.7% |