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 | $153,792 | $116,175+32.4% | $93,606+64.3% | $152,861+0.6% |
| Participation rate | 93.8% | 78.0%+15.7pp | 75.8%+17.9pp | 82.4%+11.3pp |
| Annual return | 24.20% | 35.96%-11.8pp | 32.76%-8.6pp | 345.32%-321.1pp |
| Employer contribution / active EE | $2,477 | $3,218-23.0% | $2,718-8.9% | $4,762-48.0% |
| Participant deferral / active EE | $6,104 | $4,603+32.6% | $4,069+50.0% | $5,850+4.3% |
| Admin fee / account holder | $2,058 | $10,748-80.8% | $7,888-73.9% | $11,596-82.2% |