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 | $150,543 | $124,881+20.5% | $209,409-28.1% | $116,875+28.8% |
| Participation rate | 94.6% | 75.8%+18.9pp | 80.4%+14.3pp | 74.5%+20.1pp |
| Annual return | 12.49% | 14.56%-2.1pp | 159.49%-147.0pp | 16.29%-3.8pp |
| Employer contribution / active EE | $2,370 | $2,588-8.4% | $5,035-52.9% | $3,288-27.9% |
| Participant deferral / active EE | $4,870 | $3,793+28.4% | $4,230+15.1% | $3,885+25.3% |
| Admin fee / account holder | $1,782 | $12,933-86.2% | $16,474-89.2% | $12,263-85.5% |