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 | $169,681 | $86,929+95.2% | $102,423+65.7% | $80,856+109.9% |
| Participation rate | 96.6% | 72.4%+24.2pp | 76.5%+20.1pp | 67.6%+29.0pp |
| Annual return | 19.07% | 18.88%+0.2pp | 29.32%-10.2pp | 35.59%-16.5pp |
| Employer contribution / active EE | $908 | $2,369-61.7% | $3,023-70.0% | $2,755-67.0% |
| Participant deferral / active EE | $8,094 | $4,118+96.5% | $5,053+60.2% | $4,296+88.4% |
| Admin fee / account holder | $4,129 | $8,049-48.7% | $9,451-56.3% | $6,918-40.3% |