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 | $153,474 | $125,758+22.0% | $169,993-9.7% | $75,163+104.2% |
| Participation rate | 94.0% | 83.6%+10.4pp | 87.0%+7.0pp | 67.2%+26.8pp |
| Annual return | 19.12% | 27.20%-8.1pp | 53.37%-34.3pp | 160.62%-141.5pp |
| Employer contribution / active EE | $1,833 | $4,615-60.3% | $6,785-73.0% | $2,670-31.4% |
| Participant deferral / active EE | $6,798 | $6,837-0.6% | $10,408-34.7% | $4,125+64.8% |
| Admin fee / account holder | $3,647 | $8,173-55.4% | $12,815-71.5% | $5,651-35.5% |