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 | $148,200 | $81,248+82.4% | $155,509-4.7% | $80,856+83.3% |
| Participation rate | 89.3% | 66.2%+23.1pp | 78.2%+11.1pp | 67.6%+21.6pp |
| Annual return | 14.34% | 33.31%-19.0pp | 64.67%-50.3pp | 35.59%-21.3pp |
| Employer contribution / active EE | $3,257 | $3,100+5.1% | $4,672-30.3% | $2,755+18.2% |
| Participant deferral / active EE | $4,252 | $3,452+23.2% | $5,626-24.4% | $4,296-1.0% |
| Admin fee / account holder | $11,387 | $7,997+42.4% | $15,912-28.4% | $6,918+64.6% |