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 | $159,650 | $95,416+67.3% | $185,823-14.1% | $85,850+86.0% |
| Participation rate | 94.9% | 68.8%+26.1pp | 81.7%+13.2pp | 69.3%+25.6pp |
| Annual return | 12.88% | 23.59%-10.7pp | 122.05%-109.2pp | 318.53%-305.7pp |
| Employer contribution / active EE | $3,025 | $3,314-8.7% | $5,167-41.5% | $2,565+17.9% |
| Participant deferral / active EE | $5,809 | $3,423+69.7% | $5,568+4.3% | $3,952+47.0% |
| Admin fee / account holder | $2,644 | $7,213-63.3% | $16,237-83.7% | $6,260-57.8% |