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 | $181,518 | $76,367+137.7% | $93,606+93.9% | $72,985+148.7% |
| Participation rate | 74.3% | 71.7%+2.5pp | 75.8%-1.5pp | 69.5%+4.8pp |
| Annual return | 23.92% | 25.82%-1.9pp | 32.76%-8.8pp | 81.00%-57.1pp |
| Employer contribution / active EE | $701 | $2,275-69.2% | $2,718-74.2% | $2,440-71.3% |
| Participant deferral / active EE | $2,912 | $3,538-17.7% | $4,069-28.4% | $3,607-19.3% |
| Admin fee / account holder | $1,368 | $6,838-80.0% | $7,888-82.7% | $5,124-73.3% |