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 | $151,969 | $95,453+59.2% | $112,040+35.6% | $82,448+84.3% |
| Participation rate | 71.4% | 72.8%-1.3pp | 76.5%-5.1pp | 68.1%+3.4pp |
| Annual return | 25.14% | 23.92%+1.2pp | 24.52%+0.6pp | 41.64%-16.5pp |
| Employer contribution / active EE | $1,287 | $2,318-44.5% | $2,954-56.4% | $2,551-49.5% |
| Participant deferral / active EE | $4,615 | $4,224+9.3% | $5,098-9.5% | $4,139+11.5% |
| Admin fee / account holder | $14,206 | $9,013+57.6% | $12,098+17.4% | $7,234+96.4% |