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 | $148,250 | $109,413+35.5% | $156,263-5.1% | $84,808+74.8% |
| Participation rate | 75.0% | 72.7%+2.3pp | 78.9%-3.9pp | 68.3%+6.7pp |
| Annual return | 16.00% | 20.18%-4.2pp | 59.47%-43.5pp | 40.90%-24.9pp |
| Employer contribution / active EE | $4,049 | $2,907+39.3% | $4,333-6.6% | $2,631+53.9% |
| Participant deferral / active EE | $4,224 | $4,590-8.0% | $6,158-31.4% | $4,212+0.3% |
| Admin fee / account holder | $10,055 | $9,357+7.5% | $14,255-29.5% | $7,344+36.9% |