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 | $150,851 | $95,803+57.5% | $113,168+33.3% | $84,808+77.9% |
| Participation rate | 93.1% | 72.9%+20.2pp | 76.6%+16.5pp | 68.3%+24.7pp |
| Annual return | 18.66% | 25.00%-6.3pp | 24.27%-5.6pp | 40.90%-22.2pp |
| Employer contribution / active EE | $1,925 | $2,360-18.4% | $2,975-35.3% | $2,631-26.8% |
| Participant deferral / active EE | $7,116 | $4,242+67.7% | $5,107+39.3% | $4,212+69.0% |
| Admin fee / account holder | $3,105 | $8,989-65.5% | $12,068-74.3% | $7,344-57.7% |