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 | $160,627 | $146,267+9.8% | $197,124-18.5% | $82,448+94.8% |
| Participation rate | 81.4% | 84.0%-2.6pp | 86.7%-5.3pp | 68.1%+13.3pp |
| Annual return | 21.36% | 29.61%-8.3pp | 44.34%-23.0pp | 41.64%-20.3pp |
| Employer contribution / active EE | $7,485 | $4,723+58.5% | $6,227+20.2% | $2,551+193.4% |
| Participant deferral / active EE | $14,706 | $7,035+109.0% | $9,135+61.0% | $4,139+255.3% |
| Admin fee / account holder | $12,572 | $14,422-12.8% | $16,298-22.9% | $7,234+73.8% |