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 | $158,901 | $114,381+38.9% | $107,525+47.8% | $142,382+11.6% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.1%+10.6pp | 80.1%+5.6pp |
| Annual return | 18.81% | 242.71%-223.9pp | 181.32%-162.5pp | 217.08%-198.3pp |
| Employer contribution / active EE | $1,922 | $4,015-52.1% | $3,754-48.8% | $4,299-55.3% |
| Participant deferral / active EE | $7,527 | $5,564+35.3% | $5,116+47.1% | $6,507+15.7% |
| Admin fee / account holder | $11,651 | $9,860+18.2% | $8,919+30.6% | $12,624-7.7% |