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 | $149,743 | $81,248+84.3% | $155,509-3.7% | $80,856+85.2% |
| Participation rate | 96.2% | 66.2%+29.9pp | 78.2%+18.0pp | 67.6%+28.5pp |
| Annual return | 21.28% | 33.31%-12.0pp | 64.67%-43.4pp | 35.59%-14.3pp |
| Employer contribution / active EE | $706 | $3,100-77.2% | $4,672-84.9% | $2,755-74.4% |
| Participant deferral / active EE | $6,140 | $3,452+77.9% | $5,626+9.1% | $4,296+42.9% |
| Admin fee / account holder | $425 | $7,997-94.7% | $15,912-97.3% | $6,918-93.9% |