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 | $158,218 | $106,584+48.4% | $101,326+56.1% | $142,382+11.1% |
| Participation rate | 90.9% | 82.7%+8.2pp | 81.5%+9.4pp | 80.1%+10.8pp |
| Annual return | 13.84% | 36.93%-23.1pp | 36.82%-23.0pp | 217.08%-203.2pp |
| Employer contribution / active EE | $2,321 | $3,956-41.3% | $3,665-36.7% | $4,299-46.0% |
| Participant deferral / active EE | $6,590 | $8,297-20.6% | $7,994-17.6% | $6,507+1.3% |
| Admin fee / account holder | $10,068 | $11,446-12.0% | $11,185-10.0% | $12,624-20.2% |