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 | $150,350 | $72,277+108.0% | $101,248+48.5% | $79,858+88.3% |
| Participation rate | 74.2% | 68.5%+5.7pp | 75.8%-1.6pp | 69.6%+4.6pp |
| Annual return | 13.39% | 22.30%-8.9pp | 46.47%-33.1pp | 31.71%-18.3pp |
| Employer contribution / active EE | $2,778 | $2,692+3.2% | $3,660-24.1% | $2,471+12.4% |
| Participant deferral / active EE | $8,301 | $3,282+153.0% | $4,370+90.0% | $3,740+122.0% |
| Admin fee / account holder | $3,341 | $4,400-24.1% | $5,945-43.8% | $5,306-37.0% |