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 | $148,865 | $106,749+39.5% | $145,433+2.4% | $82,448+80.6% |
| Participation rate | 78.6% | 75.6%+2.9pp | 82.1%-3.5pp | 68.1%+10.5pp |
| Annual return | 15.04% | 27.59%-12.5pp | 66.58%-51.5pp | 41.64%-26.6pp |
| Employer contribution / active EE | $2,894 | $3,444-16.0% | $4,554-36.5% | $2,551+13.5% |
| Participant deferral / active EE | $7,073 | $6,519+8.5% | $7,897-10.4% | $4,139+70.9% |
| Admin fee / account holder | $9,002 | $8,390+7.3% | $13,129-31.4% | $7,234+24.4% |