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 | $156,138 | $70,475+121.5% | $100,516+55.3% | $79,858+95.5% |
| Participation rate | 87.1% | 73.7%+13.5pp | 79.4%+7.7pp | 69.6%+17.5pp |
| Annual return | 14.08% | 21.90%-7.8pp | 30.89%-16.8pp | 31.71%-17.6pp |
| Employer contribution / active EE | $822 | $2,165-62.0% | $3,418-76.0% | $2,471-66.7% |
| Participant deferral / active EE | $10,903 | $5,181+110.4% | $6,270+73.9% | $3,740+191.5% |
| Admin fee / account holder | $7,277 | $4,478+62.5% | $8,081-9.9% | $5,306+37.1% |