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 | $168,427 | $81,248+107.3% | $155,509+8.3% | $80,856+108.3% |
| Participation rate | 83.7% | 66.2%+17.5pp | 78.2%+5.5pp | 67.6%+16.1pp |
| Annual return | 10.88% | 33.31%-22.4pp | 64.67%-53.8pp | 35.59%-24.7pp |
| Employer contribution / active EE | $584 | $3,100-81.2% | $4,672-87.5% | $2,755-78.8% |
| Participant deferral / active EE | $6,927 | $3,452+100.7% | $5,626+23.1% | $4,296+61.3% |
| Admin fee / account holder | $1,612 | $7,997-79.8% | $15,912-89.9% | $6,918-76.7% |