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 | $186,738 | $99,633+87.4% | $183,328+1.9% | $82,448+126.5% |
| Participation rate | 86.3% | 70.8%+15.5pp | 77.3%+8.9pp | 68.1%+18.2pp |
| Annual return | 17.48% | 17.84%-0.4pp | 29.67%-12.2pp | 41.64%-24.2pp |
| Employer contribution / active EE | $5,288 | $3,256+62.4% | $5,055+4.6% | $2,551+107.3% |
| Participant deferral / active EE | $5,951 | $4,938+20.5% | $6,795-12.4% | $4,139+43.8% |
| Admin fee / account holder | $7,138 | $9,934-28.2% | $21,427-66.7% | $7,234-1.3% |