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 | $145,322 | $109,881+32.3% | $150,045-3.1% | $84,808+71.4% |
| Participation rate | 97.4% | 76.1%+21.4pp | 82.3%+15.1pp | 68.3%+29.1pp |
| Annual return | 14.83% | 28.25%-13.4pp | 62.55%-47.7pp | 40.90%-26.1pp |
| Employer contribution / active EE | $2,947 | $3,561-17.2% | $4,693-37.2% | $2,631+12.0% |
| Participant deferral / active EE | $16,189 | $6,636+144.0% | $7,997+102.4% | $4,212+284.4% |
| Admin fee / account holder | $29,886 | $8,568+248.8% | $13,435+122.5% | $7,344+307.0% |