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 | $144,847 | $127,065+14.0% | $113,168+28.0% | $142,382+1.7% |
| Participation rate | 95.7% | 79.2%+16.4pp | 76.6%+19.1pp | 80.1%+15.5pp |
| Annual return | 13.42% | 24.03%-10.6pp | 24.27%-10.8pp | 217.08%-203.7pp |
| Employer contribution / active EE | $2,174 | $3,442-36.8% | $2,975-26.9% | $4,299-49.4% |
| Participant deferral / active EE | $3,354 | $5,716-41.3% | $5,107-34.3% | $6,507-48.5% |
| Admin fee / account holder | $11,321 | $15,736-28.1% | $12,068-6.2% | $12,624-10.3% |