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 | $146,408 | $111,754+31.0% | $103,333+41.7% | $145,922+0.3% |
| Participation rate | 89.5% | 77.9%+11.5pp | 74.5%+15.0pp | 80.3%+9.2pp |
| Annual return | 14.42% | 24.77%-10.3pp | 24.88%-10.5pp | 561.29%-546.9pp |
| Employer contribution / active EE | $3,139 | $4,212-25.5% | $3,868-18.8% | $4,660-32.6% |
| Participant deferral / active EE | $6,893 | $5,619+22.7% | $5,057+36.3% | $6,688+3.1% |
| Admin fee / account holder | $5,709 | $9,750-41.5% | $8,355-31.7% | $13,397-57.4% |