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 | $150,253 | $81,248+84.9% | $155,509-3.4% | $80,856+85.8% |
| Participation rate | 90.0% | 66.2%+23.8pp | 78.2%+11.8pp | 67.6%+22.4pp |
| Annual return | 13.92% | 33.31%-19.4pp | 64.67%-50.7pp | 35.59%-21.7pp |
| Employer contribution / active EE | $2,725 | $3,100-12.1% | $4,672-41.7% | $2,755-1.1% |
| Participant deferral / active EE | $5,662 | $3,452+64.0% | $5,626+0.6% | $4,296+31.8% |
| Admin fee / account holder | $4,132 | $7,997-48.3% | $15,912-74.0% | $6,918-40.3% |