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 | $185,984 | $124,319+49.6% | $111,297+67.1% | $167,490+11.0% |
| Participation rate | 72.7% | 79.6%-6.9pp | 77.3%-4.6pp | 82.1%-9.4pp |
| Annual return | 14.91% | 37.44%-22.5pp | 54.65%-39.7pp | 478.56%-463.6pp |
| Employer contribution / active EE | $763 | $3,435-77.8% | $2,731-72.1% | $4,837-84.2% |
| Participant deferral / active EE | $4,613 | $5,180-11.0% | $4,487+2.8% | $6,341-27.3% |
| Admin fee / account holder | $16,461 | $10,618+55.0% | $7,964+106.7% | $12,309+33.7% |