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 | $142,041 | $102,245+38.9% | $89,340+59.0% | $137,256+3.5% |
| Participation rate | 85.7% | 74.9%+10.8pp | 69.6%+16.1pp | 80.0%+5.8pp |
| Annual return | 18.16% | 21.89%-3.7pp | 20.57%-2.4pp | 220.34%-202.2pp |
| Employer contribution / active EE | $2,450 | $2,529-3.1% | $2,231+9.8% | $4,156-41.0% |
| Participant deferral / active EE | $6,406 | $4,436+44.4% | $3,823+67.6% | $6,4070% |
| Admin fee / account holder | $2,604 | $8,085-67.8% | $6,704-61.2% | $12,270-78.8% |