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 | $154,094 | $114,381+34.7% | $107,525+43.3% | $142,382+8.2% |
| Participation rate | 94.1% | 78.1%+16.0pp | 75.1%+19.0pp | 80.1%+14.0pp |
| Annual return | 14.53% | 242.71%-228.2pp | 181.32%-166.8pp | 217.08%-202.5pp |
| Employer contribution / active EE | $2,007 | $4,015-50.0% | $3,754-46.5% | $4,299-53.3% |
| Participant deferral / active EE | $5,298 | $5,564-4.8% | $5,116+3.6% | $6,507-18.6% |
| Admin fee / account holder | $7,409 | $9,860-24.9% | $8,919-16.9% | $12,624-41.3% |