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 | $149,804 | $109,881+36.3% | $150,045-0.2% | $84,808+76.6% |
| Participation rate | 72.9% | 76.1%-3.2pp | 82.3%-9.4pp | 68.3%+4.6pp |
| Annual return | 73.04% | 28.25%+44.8pp | 62.55%+10.5pp | 40.90%+32.1pp |
| Employer contribution / active EE | $3,011 | $3,561-15.5% | $4,693-35.8% | $2,631+14.4% |
| Participant deferral / active EE | $7,586 | $6,636+14.3% | $7,997-5.1% | $4,212+80.1% |
| Admin fee / account holder | $2,763 | $8,568-67.8% | $13,435-79.4% | $7,344-62.4% |