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 | $194,228 | $83,477+132.7% | $125,175+55.2% | $72,985+166.1% |
| Participation rate | 87.2% | 73.3%+13.9pp | 79.8%+7.4pp | 69.5%+17.7pp |
| Annual return | 21.76% | 25.78%-4.0pp | 43.79%-22.0pp | 81.00%-59.2pp |
| Employer contribution / active EE | $807 | $2,345-65.6% | $3,865-79.1% | $2,440-66.9% |
| Participant deferral / active EE | $4,416 | $3,585+23.2% | $4,937-10.5% | $3,607+22.4% |
| Admin fee / account holder | $8,031 | $5,517+45.6% | $9,702-17.2% | $5,124+56.7% |