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 | $241,583 | $76,552+215.6% | $123,892+95.0% | $62,891+284.1% |
| Participation rate | 86.2% | 73.0%+13.2pp | 81.4%+4.8pp | 69.3%+16.9pp |
| Annual return | 9.78% | 18.68%-8.9pp | 47.52%-37.7pp | 20.14%-10.4pp |
| Employer contribution / active EE | $2,208 | $2,883-23.4% | $4,617-52.2% | $2,281-3.2% |
| Participant deferral / active EE | $4,920 | $4,840+1.6% | $5,984-17.8% | $3,203+53.6% |
| Admin fee / account holder | $9,674 | $4,826+100.5% | $8,357+15.8% | $4,296+125.2% |