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 | $147,989 | $106,749+38.6% | $145,433+1.8% | $82,448+79.5% |
| Participation rate | 95.3% | 75.6%+19.7pp | 82.1%+13.2pp | 68.1%+27.2pp |
| Annual return | 22.66% | 27.59%-4.9pp | 66.58%-43.9pp | 41.64%-19.0pp |
| Employer contribution / active EE | $1,328 | $3,444-61.4% | $4,554-70.8% | $2,551-47.9% |
| Participant deferral / active EE | $5,839 | $6,519-10.4% | $7,897-26.1% | $4,139+41.1% |
| Admin fee / account holder | $5,155 | $8,390-38.6% | $13,129-60.7% | $7,234-28.7% |