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 7-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 | $154,549 | $210,408-26.5% | $153,485+0.7% | $145,922+5.9% |
| Participation rate | 86.4% | 82.1%+4.2pp | 77.1%+9.3pp | 80.3%+6.1pp |
| Annual return | 11.99% | 13.37%-1.4pp | 15.65%-3.7pp | 561.29%-549.3pp |
| Employer contribution / active EE | $2,669 | $6,048-55.9% | $5,039-47.0% | $4,660-42.7% |
| Participant deferral / active EE | $6,195 | $7,975-22.3% | $6,757-8.3% | $6,688-7.4% |
| Admin fee / account holder | $23,455 | $19,419+20.8% | $12,724+84.3% | $13,397+75.1% |