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 | $162,108 | $109,413+48.2% | $156,263+3.7% | $84,808+91.1% |
| Participation rate | 70.8% | 72.7%-1.9pp | 78.9%-8.1pp | 68.3%+2.5pp |
| Annual return | 14.92% | 20.18%-5.3pp | 59.47%-44.5pp | 40.90%-26.0pp |
| Employer contribution / active EE | $1,010 | $2,907-65.3% | $4,333-76.7% | $2,631-61.6% |
| Participant deferral / active EE | $2,505 | $4,590-45.4% | $6,158-59.3% | $4,212-40.5% |
| Admin fee / account holder | $3,805 | $9,357-59.3% | $14,255-73.3% | $7,344-48.2% |