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 | $164,346 | $86,929+89.1% | $102,423+60.5% | $80,856+103.3% |
| Participation rate | 88.2% | 72.4%+15.9pp | 76.5%+11.7pp | 67.6%+20.6pp |
| Annual return | 15.65% | 18.88%-3.2pp | 29.32%-13.7pp | 35.59%-19.9pp |
| Employer contribution / active EE | $1,331 | $2,369-43.8% | $3,023-56.0% | $2,755-51.7% |
| Participant deferral / active EE | $3,231 | $4,118-21.5% | $5,053-36.0% | $4,296-24.8% |
| Admin fee / account holder | $4,999 | $8,049-37.9% | $9,451-47.1% | $6,918-27.7% |