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 | $148,397 | $81,248+82.6% | $155,509-4.6% | $80,856+83.5% |
| Participation rate | 80.4% | 66.2%+14.2pp | 78.2%+2.2pp | 67.6%+12.8pp |
| Annual return | 12.97% | 33.31%-20.3pp | 64.67%-51.7pp | 35.59%-22.6pp |
| Employer contribution / active EE | $2,344 | $3,100-24.4% | $4,672-49.8% | $2,755-14.9% |
| Participant deferral / active EE | $3,632 | $3,452+5.2% | $5,626-35.4% | $4,296-15.4% |
| Admin fee / account holder | $4,453 | $7,997-44.3% | $15,912-72.0% | $6,918-35.6% |