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 | $143,339 | $77,634+84.6% | $156,549-8.4% | $62,891+127.9% |
| Participation rate | 85.4% | 71.2%+14.2pp | 84.0%+1.4pp | 69.3%+16.1pp |
| Annual return | 7.28% | 50.32%-43.0pp | 32.23%-24.9pp | 20.14%-12.9pp |
| Employer contribution / active EE | $4,798 | $3,444+39.3% | $5,501-12.8% | $2,281+110.3% |
| Participant deferral / active EE | $3,612 | $3,045+18.6% | $4,871-25.8% | $3,203+12.8% |
| Admin fee / account holder | $3,531 | $5,561-36.5% | $13,027-72.9% | $4,296-17.8% |