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 | $148,542 | $95,453+55.6% | $112,040+32.6% | $82,448+80.2% |
| Participation rate | 93.3% | 72.8%+20.6pp | 76.5%+16.8pp | 68.1%+25.3pp |
| Annual return | 15.51% | 23.92%-8.4pp | 24.52%-9.0pp | 41.64%-26.1pp |
| Employer contribution / active EE | $1,501 | $2,318-35.2% | $2,954-49.2% | $2,551-41.2% |
| Participant deferral / active EE | $5,818 | $4,224+37.8% | $5,098+14.1% | $4,139+40.6% |
| Admin fee / account holder | $2,003 | $9,013-77.8% | $12,098-83.4% | $7,234-72.3% |