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 | $148,277 | $81,460+82.0% | $103,333+43.5% | $80,856+83.4% |
| Participation rate | 92.3% | 66.8%+25.5pp | 74.5%+17.8pp | 67.6%+24.7pp |
| Annual return | 11.96% | 25.55%-13.6pp | 24.88%-12.9pp | 35.59%-23.6pp |
| Employer contribution / active EE | $1,066 | $3,105-65.7% | $3,868-72.4% | $2,755-61.3% |
| Participant deferral / active EE | $9,500 | $3,869+145.6% | $5,057+87.8% | $4,296+121.1% |
| Admin fee / account holder | $10,966 | $6,566+67.0% | $8,355+31.3% | $6,918+58.5% |