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 | $141,661 | $95,453+48.4% | $112,040+26.4% | $82,448+71.8% |
| Participation rate | 92.0% | 72.8%+19.2pp | 76.5%+15.5pp | 68.1%+23.9pp |
| Annual return | 16.89% | 23.92%-7.0pp | 24.52%-7.6pp | 41.64%-24.7pp |
| Employer contribution / active EE | $1,407 | $2,318-39.3% | $2,954-52.4% | $2,551-44.9% |
| Participant deferral / active EE | $5,028 | $4,224+19.0% | $5,098-1.4% | $4,139+21.5% |
| Admin fee / account holder | $16,954 | $9,013+88.1% | $12,098+40.1% | $7,234+134.4% |