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 | $166,004 | $127,065+30.6% | $113,168+46.7% | $142,382+16.6% |
| Participation rate | 94.1% | 79.2%+14.9pp | 76.6%+17.6pp | 80.1%+14.0pp |
| Annual return | 15.54% | 24.03%-8.5pp | 24.27%-8.7pp | 217.08%-201.5pp |
| Employer contribution / active EE | $3,043 | $3,442-11.6% | $2,975+2.3% | $4,299-29.2% |
| Participant deferral / active EE | $5,710 | $5,716-0.1% | $5,107+11.8% | $6,507-12.3% |
| Admin fee / account holder | $13,065 | $15,736-17.0% | $12,068+8.3% | $12,624+3.5% |