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 | $147,284 | $98,750+49.1% | $149,696-1.6% | $79,858+84.4% |
| Participation rate | 74.2% | 75.8%-1.6pp | 82.5%-8.3pp | 69.6%+4.6pp |
| Annual return | 18.58% | 27.43%-8.8pp | 276.60%-258.0pp | 31.71%-13.1pp |
| Employer contribution / active EE | $2,212 | $3,216-31.2% | $4,644-52.4% | $2,471-10.5% |
| Participant deferral / active EE | $8,994 | $5,680+58.3% | $6,842+31.5% | $3,740+140.5% |
| Admin fee / account holder | $3,153 | $6,053-47.9% | $9,309-66.1% | $5,306-40.6% |