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 | $146,118 | $56,897+156.8% | $84,750+72.4% | $62,891+132.3% |
| Participation rate | 91.9% | 68.5%+23.4pp | 76.6%+15.3pp | 69.3%+22.6pp |
| Annual return | 7.70% | 6.30%+1.4pp | 22.78%-15.1pp | 20.14%-12.4pp |
| Employer contribution / active EE | $811 | $2,400-66.2% | $3,574-77.3% | $2,281-64.5% |
| Participant deferral / active EE | $2,709 | $2,7090% | $3,712-27.0% | $3,203-15.4% |
| Admin fee / account holder | $2,808 | $3,581-21.6% | $5,332-47.3% | $4,296-34.6% |