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 | $155,167 | $152,460+1.8% | $118,746+30.7% | $147,584+5.1% |
| Participation rate | 87.5% | 82.3%+5.2pp | 78.3%+9.2pp | 82.8%+4.7pp |
| Annual return | 14.20% | 17.41%-3.2pp | 24.54%-10.3pp | 578.55%-564.3pp |
| Employer contribution / active EE | $2,057 | $5,046-59.2% | $4,193-50.9% | $4,876-57.8% |
| Participant deferral / active EE | $2,888 | $6,212-53.5% | $5,332-45.8% | $5,439-46.9% |
| Admin fee / account holder | $9,377 | $16,953-44.7% | $10,720-12.5% | $10,885-13.9% |