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 | $154,707 | $125,758+23.0% | $169,993-9.0% | $75,163+105.8% |
| Participation rate | 81.0% | 83.6%-2.6pp | 87.0%-6.0pp | 67.2%+13.8pp |
| Annual return | 14.63% | 27.20%-12.6pp | 53.37%-38.7pp | 160.62%-146.0pp |
| Employer contribution / active EE | $2,354 | $4,615-49.0% | $6,785-65.3% | $2,670-11.8% |
| Participant deferral / active EE | $5,433 | $6,837-20.5% | $10,408-47.8% | $4,125+31.7% |
| Admin fee / account holder | $9,381 | $8,173+14.8% | $12,815-26.8% | $5,651+66.0% |