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 | $149,950 | $81,460+84.1% | $103,333+45.1% | $80,856+85.5% |
| Participation rate | 72.7% | 66.8%+5.9pp | 74.5%-1.8pp | 67.6%+5.1pp |
| Annual return | 12.33% | 25.55%-13.2pp | 24.88%-12.6pp | 35.59%-23.3pp |
| Employer contribution / active EE | $3,442 | $3,105+10.9% | $3,868-11.0% | $2,755+25.0% |
| Participant deferral / active EE | $6,621 | $3,869+71.1% | $5,057+30.9% | $4,296+54.1% |
| Admin fee / account holder | $4,379 | $6,566-33.3% | $8,355-47.6% | $6,918-36.7% |