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 | $142,859 | $73,933+93.2% | $96,683+47.8% | $75,163+90.1% |
| Participation rate | 75.7% | 66.4%+9.3pp | 74.3%+1.4pp | 67.2%+8.5pp |
| Annual return | 13.88% | 26.70%-12.8pp | 35.69%-21.8pp | 160.62%-146.7pp |
| Employer contribution / active EE | $2,048 | $2,928-30.0% | $3,737-45.2% | $2,670-23.3% |
| Participant deferral / active EE | $3,654 | $3,659-0.1% | $4,878-25.1% | $4,125-11.4% |
| Admin fee / account holder | $4,413 | $5,216-15.4% | $6,730-34.4% | $5,651-21.9% |