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 | $152,021 | $127,065+19.6% | $113,168+34.3% | $142,382+6.8% |
| Participation rate | 91.7% | 79.2%+12.5pp | 76.6%+15.1pp | 80.1%+11.5pp |
| Annual return | 15.11% | 24.03%-8.9pp | 24.27%-9.2pp | 217.08%-202.0pp |
| Employer contribution / active EE | $1,501 | $3,442-56.4% | $2,975-49.5% | $4,299-65.1% |
| Participant deferral / active EE | $8,207 | $5,716+43.6% | $5,107+60.7% | $6,507+26.1% |
| Admin fee / account holder | $1,384 | $15,736-91.2% | $12,068-88.5% | $12,624-89.0% |