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 | $143,591 | $54,541+163.3% | $78,778+82.3% | $70,131+104.7% |
| Participation rate | 78.7% | 60.8%+17.9pp | 69.2%+9.5pp | 69.5%+9.1pp |
| Annual return | 17.20% | 21.07%-3.9pp | 35.62%-18.4pp | 73.14%-55.9pp |
| Employer contribution / active EE | $1,270 | $1,089+16.7% | $1,986-36.0% | $2,342-45.8% |
| Participant deferral / active EE | $3,161 | $2,210+43.0% | $2,958+6.9% | $3,332-5.1% |
| Admin fee / account holder | $1,916 | $3,709-48.3% | $5,134-62.7% | $4,645-58.8% |