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 | $143,441 | $81,460+76.1% | $103,333+38.8% | $80,856+77.4% |
| Participation rate | 70.6% | 66.8%+3.7pp | 74.5%-3.9pp | 67.6%+3.0pp |
| Annual return | 11.19% | 25.55%-14.4pp | 24.88%-13.7pp | 35.59%-24.4pp |
| Employer contribution / active EE | $2,079 | $3,105-33.1% | $3,868-46.3% | $2,755-24.5% |
| Participant deferral / active EE | $7,342 | $3,869+89.8% | $5,057+45.2% | $4,296+70.9% |
| Admin fee / account holder | $3,968 | $6,566-39.6% | $8,355-52.5% | $6,918-42.6% |