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 | $150,028 | $109,413+37.1% | $156,263-4.0% | $84,808+76.9% |
| Participation rate | 83.3% | 72.7%+10.6pp | 78.9%+4.4pp | 68.3%+15.0pp |
| Annual return | 13.20% | 20.18%-7.0pp | 59.47%-46.3pp | 40.90%-27.7pp |
| Employer contribution / active EE | $1,633 | $2,907-43.8% | $4,333-62.3% | $2,631-37.9% |
| Participant deferral / active EE | $3,816 | $4,590-16.9% | $6,158-38.0% | $4,212-9.4% |
| Admin fee / account holder | $1,587 | $9,357-83.0% | $14,255-88.9% | $7,344-78.4% |