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 | $157,942 | $101,724+55.3% | $164,813-4.2% | $80,856+95.3% |
| Participation rate | 86.2% | 71.8%+14.4pp | 78.6%+7.6pp | 67.6%+18.6pp |
| Annual return | 12.77% | 16.72%-3.9pp | 69.93%-57.2pp | 35.59%-22.8pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,341-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,582 | $4,477-20.0% | $6,031-40.6% | $4,296-16.6% |
| Admin fee / account holder | $3,144 | $8,227-61.8% | $12,690-75.2% | $6,918-54.5% |