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 | $153,475 | $106,749+43.8% | $145,433+5.5% | $82,448+86.1% |
| Participation rate | 97.0% | 75.6%+21.4pp | 82.1%+14.9pp | 68.1%+28.9pp |
| Annual return | 16.36% | 27.59%-11.2pp | 66.58%-50.2pp | 41.64%-25.3pp |
| Employer contribution / active EE | $4,038 | $3,444+17.2% | $4,554-11.3% | $2,551+58.3% |
| Participant deferral / active EE | $10,261 | $6,519+57.4% | $7,897+29.9% | $4,139+147.9% |
| Admin fee / account holder | $8,748 | $8,390+4.3% | $13,129-33.4% | $7,234+20.9% |