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 | $154,967 | $99,341+56.0% | $84,750+82.9% | $273,961-43.4% |
| Participation rate | 85.7% | 80.7%+5.0pp | 76.6%+9.1pp | 83.0%+2.7pp |
| Annual return | 4.91% | 22.93%-18.0pp | 22.78%-17.9pp | 41.45%-36.5pp |
| Employer contribution / active EE | $4,698 | $4,214+11.5% | $3,574+31.5% | $4,869-3.5% |
| Participant deferral / active EE | $4,783 | $4,269+12.0% | $3,712+28.9% | $5,287-9.5% |
| Admin fee / account holder | $4,457 | $6,644-32.9% | $5,332-16.4% | $10,132-56.0% |