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 | $146,061 | $77,899+87.5% | $149,673-2.4% | $75,163+94.3% |
| Participation rate | 79.7% | 65.6%+14.2pp | 78.8%+1.0pp | 67.2%+12.6pp |
| Annual return | 16.83% | 31.72%-14.9pp | 134.42%-117.6pp | 160.62%-143.8pp |
| Employer contribution / active EE | $2,552 | $3,137-18.6% | $4,818-47.0% | $2,670-4.4% |
| Participant deferral / active EE | $3,878 | $3,411+13.7% | $5,680-31.7% | $4,125-6.0% |
| Admin fee / account holder | $6,057 | $5,956+1.7% | $13,210-54.2% | $5,651+7.2% |