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 | $156,278 | $124,425+25.6% | $112,040+39.5% | $137,256+13.9% |
| Participation rate | 90.5% | 79.3%+11.2pp | 76.5%+14.0pp | 80.0%+10.5pp |
| Annual return | 16.26% | 24.72%-8.5pp | 24.52%-8.3pp | 220.34%-204.1pp |
| Employer contribution / active EE | $969 | $3,411-71.6% | $2,954-67.2% | $4,156-76.7% |
| Participant deferral / active EE | $4,236 | $5,718-25.9% | $5,098-16.9% | $6,407-33.9% |
| Admin fee / account holder | $973 | $15,207-93.6% | $12,098-92.0% | $12,270-92.1% |