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 | $137,368 | $87,013+57.9% | $106,213+29.3% | $80,856+69.9% |
| Participation rate | 79.6% | 70.4%+9.2pp | 75.3%+4.3pp | 67.6%+12.0pp |
| Annual return | 11.20% | 17.05%-5.8pp | 116.14%-104.9pp | 35.59%-24.4pp |
| Employer contribution / active EE | $806 | $2,395-66.4% | $3,171-74.6% | $2,755-70.7% |
| Participant deferral / active EE | $5,392 | $3,986+35.3% | $5,016+7.5% | $4,296+25.5% |
| Admin fee / account holder | $23,523 | $8,431+179.0% | $11,033+113.2% | $6,918+240.0% |