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 | $151,823 | $101,724+49.3% | $164,813-7.9% | $80,856+87.8% |
| Participation rate | 74.1% | 71.8%+2.2pp | 78.6%-4.5pp | 67.6%+6.4pp |
| Annual return | 11.98% | 16.72%-4.7pp | 69.93%-58.0pp | 35.59%-23.6pp |
| Employer contribution / active EE | $3,973 | $2,953+34.5% | $4,341-8.5% | $2,755+44.2% |
| Participant deferral / active EE | $7,904 | $4,477+76.5% | $6,031+31.1% | $4,296+84.0% |
| Admin fee / account holder | $775 | $8,227-90.6% | $12,690-93.9% | $6,918-88.8% |