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 | $175,965 | $81,248+116.6% | $155,509+13.2% | $80,856+117.6% |
| Participation rate | 98.2% | 66.2%+32.0pp | 78.2%+20.0pp | 67.6%+30.6pp |
| Annual return | 16.85% | 33.31%-16.5pp | 64.67%-47.8pp | 35.59%-18.7pp |
| Employer contribution / active EE | $1,813 | $3,100-41.5% | $4,672-61.2% | $2,755-34.2% |
| Participant deferral / active EE | $3,585 | $3,452+3.9% | $5,626-36.3% | $4,296-16.5% |
| Admin fee / account holder | $2,089 | $7,997-73.9% | $15,912-86.9% | $6,918-69.8% |