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 | $162,128 | $63,764+154.3% | $81,930+97.9% | $79,858+103.0% |
| Participation rate | 73.1% | 67.5%+5.6pp | 72.0%+1.1pp | 69.6%+3.4pp |
| Annual return | 13.83% | 22.66%-8.8pp | 29.49%-15.7pp | 31.71%-17.9pp |
| Employer contribution / active EE | $919 | $1,795-48.8% | $4,310-78.7% | $2,471-62.8% |
| Participant deferral / active EE | $3,505 | $2,780+26.1% | $7,107-50.7% | $3,740-6.3% |
| Admin fee / account holder | $5,209 | $4,426+17.7% | $5,158+1.0% | $5,306-1.8% |