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 | $150,926 | $88,042+71.4% | $138,135+9.3% | $79,858+89.0% |
| Participation rate | 84.0% | 71.4%+12.6pp | 78.7%+5.3pp | 69.6%+14.4pp |
| Annual return | 13.00% | 20.58%-7.6pp | 20.51%-7.5pp | 31.71%-18.7pp |
| Employer contribution / active EE | $2,110 | $3,103-32.0% | $5,587-62.2% | $2,471-14.6% |
| Participant deferral / active EE | $3,552 | $4,704-24.5% | $6,431-44.8% | $3,740-5.0% |
| Admin fee / account holder | $13,964 | $7,791+79.2% | $11,856+17.8% | $5,306+163.2% |