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 | $150,056 | $37,426+300.9% | $77,482+93.7% | $79,858+87.9% |
| Participation rate | 80.6% | 41.5%+39.1pp | 54.2%+26.5pp | 69.6%+11.0pp |
| Annual return | 12.33% | 39.70%-27.4pp | 54.79%-42.5pp | 31.71%-19.4pp |
| Employer contribution / active EE | $622 | $637-2.3% | $986-36.9% | $2,471-74.8% |
| Participant deferral / active EE | $2,114 | $1,260+67.8% | $1,861+13.6% | $3,740-43.5% |
| Admin fee / account holder | $1,935 | $2,504-22.7% | $2,858-32.3% | $5,306-63.5% |