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 | $149,449 | $109,413+36.6% | $156,263-4.4% | $84,808+76.2% |
| Participation rate | 76.3% | 72.7%+3.6pp | 78.9%-2.6pp | 68.3%+8.0pp |
| Annual return | 15.53% | 20.18%-4.6pp | 59.47%-43.9pp | 40.90%-25.4pp |
| Employer contribution / active EE | $1,201 | $2,907-58.7% | $4,333-72.3% | $2,631-54.3% |
| Participant deferral / active EE | $7,515 | $4,590+63.7% | $6,158+22.0% | $4,212+78.4% |
| Admin fee / account holder | $3,345 | $9,357-64.3% | $14,255-76.5% | $7,344-54.5% |