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 | $151,953 | $95,803+58.6% | $113,168+34.3% | $84,808+79.2% |
| Participation rate | 81.8% | 72.9%+9.0pp | 76.6%+5.3pp | 68.3%+13.5pp |
| Annual return | 14.28% | 25.00%-10.7pp | 24.27%-10.0pp | 40.90%-26.6pp |
| Employer contribution / active EE | $1,742 | $2,360-26.2% | $2,975-41.5% | $2,631-33.8% |
| Participant deferral / active EE | $10,981 | $4,242+158.9% | $5,107+115.0% | $4,212+160.7% |
| Admin fee / account holder | $3,474 | $8,989-61.3% | $12,068-71.2% | $7,344-52.7% |