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 | $148,606 | $57,065+160.4% | $75,670+96.4% | $70,131+111.9% |
| Participation rate | 70.0% | 68.1%+1.9pp | 72.3%-2.3pp | 69.5%+0.5pp |
| Annual return | 14.74% | 23.57%-8.8pp | 27.34%-12.6pp | 73.14%-58.4pp |
| Employer contribution / active EE | $1,561 | $1,817-14.0% | $2,352-33.6% | $2,342-33.3% |
| Participant deferral / active EE | $3,327 | $2,580+29.0% | $3,142+5.9% | $3,332-0.1% |
| Admin fee / account holder | $6,357 | $3,825+66.2% | $5,800+9.6% | $4,645+36.8% |