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 | $131,218 | $58,512+124.3% | $84,015+56.2% | $72,985+79.8% |
| Participation rate | 83.5% | 61.2%+22.3pp | 69.0%+14.5pp | 69.5%+14.1pp |
| Annual return | 20.51% | 28.93%-8.4pp | 71.31%-50.8pp | 81.00%-60.5pp |
| Employer contribution / active EE | $1,247 | $1,163+7.3% | $1,983-37.1% | $2,440-48.9% |
| Participant deferral / active EE | $5,418 | $2,394+126.4% | $3,239+67.3% | $3,607+50.2% |
| Admin fee / account holder | $25,697 | $4,569+462.4% | $6,101+321.2% | $5,124+401.5% |