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 | $150,491 | $102,616+46.7% | $81,983+83.6% | $158,922-5.3% |
| Participation rate | 94.1% | 75.5%+18.6pp | 69.2%+24.9pp | 82.0%+12.2pp |
| Annual return | 33.00% | 61.04%-28.0pp | 41.31%-8.3pp | 302.83%-269.8pp |
| Employer contribution / active EE | $2,797 | $3,240-13.7% | $2,498+12.0% | $4,761-41.2% |
| Participant deferral / active EE | $5,659 | $4,648+21.8% | $3,722+52.1% | $5,982-5.4% |
| Admin fee / account holder | $378 | $8,235-95.4% | $5,664-93.3% | $11,246-96.6% |