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 | $183,053 | $87,013+110.4% | $106,213+72.3% | $80,856+126.4% |
| Participation rate | 70.6% | 70.4%+0.2pp | 75.3%-4.7pp | 67.6%+3.0pp |
| Annual return | 26.98% | 17.05%+9.9pp | 116.14%-89.2pp | 35.59%-8.6pp |
| Employer contribution / active EE | $808 | $2,395-66.3% | $3,171-74.5% | $2,755-70.7% |
| Participant deferral / active EE | $5,669 | $3,986+42.2% | $5,016+13.0% | $4,296+32.0% |
| Admin fee / account holder | $835 | $8,431-90.1% | $11,033-92.4% | $6,918-87.9% |