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 | $158,653 | $95,453+66.2% | $112,040+41.6% | $82,448+92.4% |
| Participation rate | 91.3% | 72.8%+18.5pp | 76.5%+14.8pp | 68.1%+23.2pp |
| Annual return | 16.19% | 23.92%-7.7pp | 24.52%-8.3pp | 41.64%-25.5pp |
| Employer contribution / active EE | $1,814 | $2,318-21.7% | $2,954-38.6% | $2,551-28.9% |
| Participant deferral / active EE | $6,938 | $4,224+64.3% | $5,098+36.1% | $4,139+67.6% |
| Admin fee / account holder | $5,402 | $9,013-40.1% | $12,098-55.3% | $7,234-25.3% |