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 | $150,988 | $89,753+68.2% | $107,525+40.4% | $84,808+78.0% |
| Participation rate | 70.6% | 68.1%+2.5pp | 75.1%-4.5pp | 68.3%+2.3pp |
| Annual return | 16.90% | 29.48%-12.6pp | 181.32%-164.4pp | 40.90%-24.0pp |
| Employer contribution / active EE | $2,749 | $3,113-11.7% | $3,754-26.8% | $2,631+4.5% |
| Participant deferral / active EE | $5,238 | $4,056+29.1% | $5,116+2.4% | $4,212+24.4% |
| Admin fee / account holder | $15,668 | $7,222+116.9% | $8,919+75.7% | $7,344+113.3% |