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 | $155,130 | $93,571+65.8% | $135,903+14.1% | $75,163+106.4% |
| Participation rate | 81.7% | 75.2%+6.5pp | 81.9%-0.2pp | 67.2%+14.5pp |
| Annual return | 18.55% | 30.90%-12.4pp | 68.23%-49.7pp | 160.62%-142.1pp |
| Employer contribution / active EE | $2,855 | $3,537-19.3% | $4,856-41.2% | $2,670+7.0% |
| Participant deferral / active EE | $11,040 | $6,404+72.4% | $7,758+42.3% | $4,125+167.6% |
| Admin fee / account holder | $11,564 | $6,975+65.8% | $10,762+7.5% | $5,651+104.6% |