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 | $139,428 | $86,929+60.4% | $102,423+36.1% | $80,856+72.4% |
| Participation rate | 96.7% | 72.4%+24.3pp | 76.5%+20.2pp | 67.6%+29.1pp |
| Annual return | 13.76% | 18.88%-5.1pp | 29.32%-15.6pp | 35.59%-21.8pp |
| Employer contribution / active EE | $1,300 | $2,369-45.1% | $3,023-57.0% | $2,755-52.8% |
| Participant deferral / active EE | $7,482 | $4,118+81.7% | $5,053+48.1% | $4,296+74.2% |
| Admin fee / account holder | $2,033 | $8,049-74.7% | $9,451-78.5% | $6,918-70.6% |