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 | $148,729 | $80,717+84.3% | $154,803-3.9% | $84,808+75.4% |
| Participation rate | 90.0% | 66.8%+23.2pp | 78.1%+11.9pp | 68.3%+21.7pp |
| Annual return | 17.58% | 37.96%-20.4pp | 58.88%-41.3pp | 40.90%-23.3pp |
| Employer contribution / active EE | $1,863 | $2,761-32.5% | $4,305-56.7% | $2,631-29.2% |
| Participant deferral / active EE | $2,812 | $3,303-14.9% | $5,540-49.2% | $4,212-33.2% |
| Admin fee / account holder | $7,526 | $6,746+11.6% | $14,329-47.5% | $7,344+2.5% |