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 | $158,281 | $86,286+83.4% | $111,297+42.2% | $85,850+84.4% |
| Participation rate | 83.5% | 73.3%+10.2pp | 77.3%+6.2pp | 69.3%+14.2pp |
| Annual return | 13.71% | 19.99%-6.3pp | 54.65%-40.9pp | 318.53%-304.8pp |
| Employer contribution / active EE | $1,241 | $2,043-39.3% | $2,731-54.6% | $2,565-51.6% |
| Participant deferral / active EE | $4,285 | $3,641+17.7% | $4,487-4.5% | $3,952+8.4% |
| Admin fee / account holder | $4,086 | $8,188-50.1% | $7,964-48.7% | $6,260-34.7% |