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 | $151,387 | $125,758+20.4% | $169,993-10.9% | $75,163+101.4% |
| Participation rate | 72.5% | 83.6%-11.1pp | 87.0%-14.5pp | 67.2%+5.3pp |
| Annual return | 20.38% | 27.20%-6.8pp | 53.37%-33.0pp | 160.62%-140.2pp |
| Employer contribution / active EE | $2,319 | $4,615-49.7% | $6,785-65.8% | $2,670-13.1% |
| Participant deferral / active EE | $4,610 | $6,837-32.6% | $10,408-55.7% | $4,125+11.7% |
| Admin fee / account holder | $1,895 | $8,173-76.8% | $12,815-85.2% | $5,651-66.5% |