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 | $152,627 | $108,825+40.2% | $156,181-2.3% | $82,448+85.1% |
| Participation rate | 88.0% | 72.4%+15.6pp | 78.8%+9.2pp | 68.1%+19.9pp |
| Annual return | 18.36% | 20.59%-2.2pp | 64.87%-46.5pp | 41.64%-23.3pp |
| Employer contribution / active EE | $2,229 | $2,870-22.3% | $4,294-48.1% | $2,551-12.6% |
| Participant deferral / active EE | $6,433 | $4,577+40.5% | $6,132+4.9% | $4,139+55.4% |
| Admin fee / account holder | $12,853 | $9,341+37.6% | $14,586-11.9% | $7,234+77.7% |