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 | $161,334 | $106,749+51.1% | $145,433+10.9% | $82,448+95.7% |
| Participation rate | 78.7% | 75.6%+3.0pp | 82.1%-3.5pp | 68.1%+10.6pp |
| Annual return | 24.22% | 27.59%-3.4pp | 66.58%-42.4pp | 41.64%-17.4pp |
| Employer contribution / active EE | $3,495 | $3,444+1.5% | $4,554-23.3% | $2,551+37.0% |
| Participant deferral / active EE | $7,823 | $6,519+20.0% | $7,897-0.9% | $4,139+89.0% |
| Admin fee / account holder | $7,177 | $8,390-14.5% | $13,129-45.3% | $7,234-0.8% |