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 | $144,550 | $78,520+84.1% | $96,576+49.7% | $82,448+75.3% |
| Participation rate | 82.8% | 77.7%+5.0pp | 81.4%+1.3pp | 68.1%+14.7pp |
| Annual return | 16.01% | 41.30%-25.3pp | 38.47%-22.5pp | 41.64%-25.6pp |
| Employer contribution / active EE | $1,630 | $2,630-38.0% | $3,553-54.1% | $2,551-36.1% |
| Participant deferral / active EE | $6,461 | $6,754-4.3% | $7,956-18.8% | $4,139+56.1% |
| Admin fee / account holder | $5,499 | $13,455-59.1% | $11,381-51.7% | $7,234-24.0% |