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 | $152,075 | $118,450+28.4% | $98,439+54.5% | $139,434+9.1% |
| Participation rate | 81.8% | 77.4%+4.4pp | 75.2%+6.7pp | 80.3%+1.5pp |
| Annual return | 23.47% | 18.94%+4.5pp | 21.16%+2.3pp | 372.94%-349.5pp |
| Employer contribution / active EE | $2,426 | $3,609-32.8% | $3,048-20.4% | $4,751-48.9% |
| Participant deferral / active EE | $6,102 | $5,392+13.2% | $4,738+28.8% | $6,710-9.1% |
| Admin fee / account holder | $889 | $14,026-93.7% | $8,948-90.1% | $11,403-92.2% |