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 | $149,150 | $94,752+57.4% | $112,887+32.1% | $139,434+7.0% |
| Participation rate | 85.7% | 81.3%+4.5pp | 80.5%+5.2pp | 80.3%+5.4pp |
| Annual return | 19.14% | 40.88%-21.7pp | 34.10%-15.0pp | 372.94%-353.8pp |
| Employer contribution / active EE | $2,837 | $4,625-38.7% | $4,563-37.8% | $4,751-40.3% |
| Participant deferral / active EE | $6,772 | $6,512+4.0% | $6,513+4.0% | $6,710+0.9% |
| Admin fee / account holder | $1,050 | $8,527-87.7% | $7,047-85.1% | $11,403-90.8% |