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 | $194,285 | $78,705+146.9% | $117,854+64.9% | $70,131+177.0% |
| Participation rate | 76.3% | 73.2%+3.1pp | 79.7%-3.4pp | 69.5%+6.7pp |
| Annual return | 16.82% | 23.30%-6.5pp | 335.08%-318.3pp | 73.14%-56.3pp |
| Employer contribution / active EE | $2,459 | $2,223+10.6% | $3,786-35.1% | $2,342+5.0% |
| Participant deferral / active EE | $5,100 | $3,297+54.7% | $4,482+13.8% | $3,332+53.1% |
| Admin fee / account holder | $3,142 | $5,065-38.0% | $8,020-60.8% | $4,645-32.4% |