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 | $150,375 | $93,571+60.7% | $135,903+10.6% | $75,163+100.1% |
| Participation rate | 73.9% | 75.2%-1.3pp | 81.9%-8.0pp | 67.2%+6.7pp |
| Annual return | 23.00% | 30.90%-7.9pp | 68.23%-45.2pp | 160.62%-137.6pp |
| Employer contribution / active EE | $2,956 | $3,537-16.4% | $4,856-39.1% | $2,670+10.7% |
| Participant deferral / active EE | $7,050 | $6,404+10.1% | $7,758-9.1% | $4,125+70.9% |
| Admin fee / account holder | $25,007 | $6,975+258.5% | $10,762+132.4% | $5,651+342.5% |