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 | $152,206 | $95,803+58.9% | $113,168+34.5% | $84,808+79.5% |
| Participation rate | 91.2% | 72.9%+18.3pp | 76.6%+14.6pp | 68.3%+22.9pp |
| Annual return | 15.81% | 25.00%-9.2pp | 24.27%-8.5pp | 40.90%-25.1pp |
| Employer contribution / active EE | $1,017 | $2,360-56.9% | $2,975-65.8% | $2,631-61.4% |
| Participant deferral / active EE | $6,052 | $4,242+42.7% | $5,107+18.5% | $4,212+43.7% |
| Admin fee / account holder | $15,104 | $8,989+68.0% | $12,068+25.2% | $7,344+105.7% |