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 | $157,859 | $133,922+17.9% | $116,228+35.8% | $142,382+10.9% |
| Participation rate | 90.5% | 77.9%+12.6pp | 74.6%+15.9pp | 80.1%+10.4pp |
| Annual return | 19.28% | 147.76%-128.5pp | 90.06%-70.8pp | 217.08%-197.8pp |
| Employer contribution / active EE | $2,223 | $3,446-35.5% | $2,994-25.8% | $4,299-48.3% |
| Participant deferral / active EE | $5,398 | $5,672-4.8% | $4,953+9.0% | $6,507-17.0% |
| Admin fee / account holder | $1,392 | $14,945-90.7% | $11,989-88.4% | $12,624-89.0% |