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 | $139,831 | $90,503+54.5% | $78,689+77.7% | $273,961-49.0% |
| Participation rate | 90.0% | 76.5%+13.5pp | 73.6%+16.4pp | 83.0%+7.0pp |
| Annual return | 4.68% | 75.60%-70.9pp | 62.18%-57.5pp | 41.45%-36.8pp |
| Employer contribution / active EE | $2,051 | $3,176-35.4% | $2,851-28.0% | $4,869-57.9% |
| Participant deferral / active EE | $4,529 | $3,901+16.1% | $3,517+28.8% | $5,287-14.3% |
| Admin fee / account holder | $1,655 | $5,263-68.6% | $4,510-63.3% | $10,132-83.7% |