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 | $145,801 | $58,523+149.1% | $99,443+46.6% | $72,985+99.8% |
| Participation rate | 88.1% | 64.6%+23.5pp | 73.8%+14.3pp | 69.5%+18.6pp |
| Annual return | 19.37% | 28.51%-9.1pp | 30.72%-11.4pp | 81.00%-61.6pp |
| Employer contribution / active EE | $1,257 | $1,512-16.9% | $2,540-50.5% | $2,440-48.5% |
| Participant deferral / active EE | $3,480 | $2,606+33.5% | $3,619-3.8% | $3,607-3.5% |
| Admin fee / account holder | $992 | $4,102-75.8% | $6,250-84.1% | $5,124-80.6% |