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 | $148,831 | $90,503+64.4% | $78,689+89.1% | $273,961-45.7% |
| Participation rate | 90.9% | 76.5%+14.4pp | 73.6%+17.3pp | 83.0%+7.9pp |
| Annual return | 7.20% | 75.60%-68.4pp | 62.18%-55.0pp | 41.45%-34.3pp |
| Employer contribution / active EE | $3,515 | $3,176+10.7% | $2,851+23.3% | $4,869-27.8% |
| Participant deferral / active EE | $11,121 | $3,901+185.1% | $3,517+216.2% | $5,287+110.3% |
| Admin fee / account holder | $1,325 | $5,263-74.8% | $4,510-70.6% | $10,132-86.9% |