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 | $153,606 | $95,453+60.9% | $112,040+37.1% | $82,448+86.3% |
| Participation rate | 92.3% | 72.8%+19.6pp | 76.5%+15.8pp | 68.1%+24.2pp |
| Annual return | 15.94% | 23.92%-8.0pp | 24.52%-8.6pp | 41.64%-25.7pp |
| Employer contribution / active EE | $3,337 | $2,318+44.0% | $2,954+13.0% | $2,551+30.8% |
| Participant deferral / active EE | $9,761 | $4,224+131.1% | $5,098+91.5% | $4,139+135.8% |
| Admin fee / account holder | $4,377 | $9,013-51.4% | $12,098-63.8% | $7,234-39.5% |