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 | $202,555 | $127,065+59.4% | $113,168+79.0% | $142,382+42.3% |
| Participation rate | 93.8% | 79.2%+14.5pp | 76.6%+17.2pp | 80.1%+13.6pp |
| Annual return | 30.71% | 24.03%+6.7pp | 24.27%+6.4pp | 217.08%-186.4pp |
| Employer contribution / active EE | $2,813 | $3,442-18.3% | $2,975-5.5% | $4,299-34.6% |
| Participant deferral / active EE | $2,150 | $5,716-62.4% | $5,107-57.9% | $6,507-67.0% |
| Admin fee / account holder | $9,066 | $15,736-42.4% | $12,068-24.9% | $12,624-28.2% |