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 | $231,432 | $138,347+67.3% | $184,203+25.6% | $80,856+186.2% |
| Participation rate | 76.7% | 83.9%-7.2pp | 86.8%-10.2pp | 67.6%+9.0pp |
| Annual return | 14.86% | 20.02%-5.2pp | 28.81%-13.9pp | 35.59%-20.7pp |
| Employer contribution / active EE | $2,494 | $4,850-48.6% | $6,427-61.2% | $2,755-9.5% |
| Participant deferral / active EE | $12,622 | $7,071+78.5% | $9,131+38.2% | $4,296+193.8% |
| Admin fee / account holder | $31,589 | $10,483+201.3% | $13,901+127.2% | $6,918+356.6% |