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 | $196,340 | $86,929+125.9% | $102,423+91.7% | $80,856+142.8% |
| Participation rate | 83.3% | 72.4%+11.0pp | 76.5%+6.8pp | 67.6%+15.7pp |
| Annual return | 15.72% | 18.88%-3.2pp | 29.32%-13.6pp | 35.59%-19.9pp |
| Employer contribution / active EE | $1,396 | $2,369-41.1% | $3,023-53.8% | $2,755-49.3% |
| Participant deferral / active EE | $11,402 | $4,118+176.8% | $5,053+125.6% | $4,296+165.4% |
| Admin fee / account holder | $22,933 | $8,049+184.9% | $9,451+142.7% | $6,918+231.5% |