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 | $74,980 | $48,076+56.0% | $78,689-4.7% | $62,891+19.2% |
| Participation rate | 85.4% | 65.2%+20.2pp | 73.6%+11.9pp | 69.3%+16.1pp |
| Annual return | 6.60% | 31.35%-24.8pp | 62.18%-55.6pp | 20.14%-13.5pp |
| Employer contribution / active EE | $822 | $2,015-59.2% | $2,851-71.2% | $2,281-64.0% |
| Participant deferral / active EE | $5,038 | $2,588+94.7% | $3,517+43.2% | $3,203+57.3% |
| Admin fee / account holder | $11,478 | $3,207+257.9% | $4,510+154.5% | $4,296+167.2% |