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 | $150,542 | $127,065+18.5% | $113,168+33.0% | $142,382+5.7% |
| Participation rate | 91.7% | 79.2%+12.5pp | 76.6%+15.1pp | 80.1%+11.5pp |
| Annual return | 14.76% | 24.03%-9.3pp | 24.27%-9.5pp | 217.08%-202.3pp |
| Employer contribution / active EE | $2,603 | $3,442-24.4% | $2,975-12.5% | $4,299-39.5% |
| Participant deferral / active EE | $8,710 | $5,716+52.4% | $5,107+70.6% | $6,507+33.8% |
| Admin fee / account holder | $1,538 | $15,736-90.2% | $12,068-87.3% | $12,624-87.8% |