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 | $154,170 | $80,968+90.4% | $96,544+59.7% | $75,163+105.1% |
| Participation rate | 86.4% | 71.8%+14.6pp | 76.0%+10.4pp | 67.2%+19.2pp |
| Annual return | 14.97% | 27.06%-12.1pp | 25.84%-10.9pp | 160.62%-145.7pp |
| Employer contribution / active EE | $2,272 | $2,282-0.4% | $2,965-23.4% | $2,670-14.9% |
| Participant deferral / active EE | $6,184 | $3,928+57.4% | $4,851+27.5% | $4,125+49.9% |
| Admin fee / account holder | $3,061 | $6,724-54.5% | $8,252-62.9% | $5,651-45.8% |