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 | $138,992 | $109,881+26.5% | $150,045-7.4% | $84,808+63.9% |
| Participation rate | 86.2% | 76.1%+10.1pp | 82.3%+3.9pp | 68.3%+17.9pp |
| Annual return | 14.87% | 28.25%-13.4pp | 62.55%-47.7pp | 40.90%-26.0pp |
| Employer contribution / active EE | $3,143 | $3,561-11.8% | $4,693-33.0% | $2,631+19.5% |
| Participant deferral / active EE | $6,548 | $6,636-1.3% | $7,997-18.1% | $4,212+55.5% |
| Admin fee / account holder | $2,694 | $8,568-68.6% | $13,435-79.9% | $7,344-63.3% |