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 | $156,991 | $108,825+44.3% | $156,181+0.5% | $82,448+90.4% |
| Participation rate | 94.7% | 72.4%+22.4pp | 78.8%+15.9pp | 68.1%+26.7pp |
| Annual return | 18.23% | 20.59%-2.4pp | 64.87%-46.6pp | 41.64%-23.4pp |
| Employer contribution / active EE | $872 | $2,870-69.6% | $4,294-79.7% | $2,551-65.8% |
| Participant deferral / active EE | $6,254 | $4,577+36.6% | $6,132+2.0% | $4,139+51.1% |
| Admin fee / account holder | $2,591 | $9,341-72.3% | $14,586-82.2% | $7,234-64.2% |