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 | $132,362 | $64,480+105.3% | $81,382+62.6% | $80,856+63.7% |
| Participation rate | 82.2% | 63.9%+18.4pp | 69.5%+12.7pp | 67.6%+14.6pp |
| Annual return | 17.41% | 16.34%+1.1pp | 24.73%-7.3pp | 35.59%-18.2pp |
| Employer contribution / active EE | $3,236 | $1,978+63.6% | $2,463+31.4% | $2,755+17.5% |
| Participant deferral / active EE | $6,132 | $3,094+98.2% | $3,883+57.9% | $4,296+42.7% |
| Admin fee / account holder | $3,244 | $5,671-42.8% | $5,768-43.8% | $6,918-53.1% |