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 | $148,590 | $111,754+33.0% | $103,333+43.8% | $145,922+1.8% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.5%+14.4pp | 80.3%+8.6pp |
| Annual return | 12.47% | 24.77%-12.3pp | 24.88%-12.4pp | 561.29%-548.8pp |
| Employer contribution / active EE | $6,387 | $4,212+51.6% | $3,868+65.1% | $4,660+37.1% |
| Participant deferral / active EE | $7,220 | $5,619+28.5% | $5,057+42.8% | $6,688+8.0% |
| Admin fee / account holder | $18,607 | $9,750+90.8% | $8,355+122.7% | $13,397+38.9% |