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 | $147,736 | $81,233+81.9% | $155,567-5.0% | $80,874+82.7% |
| Participation rate | 96.6% | 66.2%+30.3pp | 78.2%+18.4pp | 67.6%+28.9pp |
| Annual return | 13.87% | 33.33%-19.5pp | 64.74%-50.9pp | 35.62%-21.7pp |
| Employer contribution / active EE | $2,225 | $3,101-28.2% | $4,674-52.4% | $2,756-19.3% |
| Participant deferral / active EE | $5,215 | $3,452+51.1% | $5,628-7.3% | $4,297+21.4% |
| Admin fee / account holder | $8,254 | $7,998+3.2% | $15,916-48.1% | $6,935+19.0% |