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 | $150,669 | $153,772-2.0% | $133,980+12.5% | $273,961-45.0% |
| Participation rate | 93.8% | 88.4%+5.4pp | 87.1%+6.7pp | 83.0%+10.7pp |
| Annual return | 7.52% | 36.51%-29.0pp | 29.30%-21.8pp | 41.45%-33.9pp |
| Employer contribution / active EE | $2,558 | $6,029-57.6% | $5,211-50.9% | $4,869-47.5% |
| Participant deferral / active EE | $8,528 | $6,958+22.6% | $6,282+35.8% | $5,287+61.3% |
| Admin fee / account holder | $1,697 | $11,765-85.6% | $9,324-81.8% | $10,132-83.3% |