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 | $144,827 | $106,749+35.7% | $145,433-0.4% | $82,448+75.7% |
| Participation rate | 97.7% | 75.6%+22.0pp | 82.1%+15.6pp | 68.1%+29.6pp |
| Annual return | 17.40% | 27.59%-10.2pp | 66.58%-49.2pp | 41.64%-24.2pp |
| Employer contribution / active EE | $1,728 | $3,444-49.8% | $4,554-62.1% | $2,551-32.3% |
| Participant deferral / active EE | $5,421 | $6,519-16.8% | $7,897-31.4% | $4,139+31.0% |
| Admin fee / account holder | $1,780 | $8,390-78.8% | $13,129-86.4% | $7,234-75.4% |