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 | $154,384 | $77,634+98.9% | $156,549-1.4% | $62,891+145.5% |
| Participation rate | 92.6% | 71.2%+21.4pp | 84.0%+8.6pp | 69.3%+23.3pp |
| Annual return | 5.93% | 50.32%-44.4pp | 32.23%-26.3pp | 20.14%-14.2pp |
| Employer contribution / active EE | $1,994 | $3,444-42.1% | $5,501-63.7% | $2,281-12.6% |
| Participant deferral / active EE | $4,426 | $3,045+45.3% | $4,871-9.1% | $3,203+38.2% |
| Admin fee / account holder | $6,784 | $5,561+22.0% | $13,027-47.9% | $4,296+57.9% |