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 | $172,290 | $57,541+199.4% | $95,745+79.9% | $75,163+129.2% |
| Participation rate | 71.6% | 62.5%+9.1pp | 72.3%-0.7pp | 67.2%+4.4pp |
| Annual return | 14.98% | 34.93%-20.0pp | 28.35%-13.4pp | 160.62%-145.6pp |
| Employer contribution / active EE | $1,605 | $1,808-11.2% | $2,835-43.4% | $2,670-39.9% |
| Participant deferral / active EE | $4,702 | $3,074+53.0% | $4,245+10.8% | $4,125+14.0% |
| Admin fee / account holder | $10,083 | $4,099+146.0% | $5,678+77.6% | $5,651+78.4% |