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 | $138,457 | $81,460+70.0% | $103,333+34.0% | $80,856+71.2% |
| Participation rate | 88.4% | 66.8%+21.6pp | 74.5%+13.9pp | 67.6%+20.8pp |
| Annual return | 11.91% | 25.55%-13.6pp | 24.88%-13.0pp | 35.59%-23.7pp |
| Employer contribution / active EE | $2,661 | $3,105-14.3% | $3,868-31.2% | $2,755-3.4% |
| Participant deferral / active EE | $6,904 | $3,869+78.5% | $5,057+36.5% | $4,296+60.7% |
| Admin fee / account holder | $1,987 | $6,566-69.7% | $8,355-76.2% | $6,918-71.3% |