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 | $147,265 | $117,983+24.8% | $101,794+44.7% | $142,382+3.4% |
| Participation rate | 84.6% | 74.2%+10.4pp | 69.2%+15.4pp | 80.1%+4.5pp |
| Annual return | 14.63% | 36.92%-22.3pp | 30.53%-15.9pp | 217.08%-202.4pp |
| Employer contribution / active EE | $3,846 | $2,773+38.7% | $2,289+68.0% | $4,299-10.5% |
| Participant deferral / active EE | $2,469 | $4,714-47.6% | $4,084-39.5% | $6,507-62.1% |
| Admin fee / account holder | $2,155 | $10,433-79.3% | $8,777-75.4% | $12,624-82.9% |