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 | $147,511 | $109,881+34.2% | $150,045-1.7% | $84,808+73.9% |
| Participation rate | 91.5% | 76.1%+15.5pp | 82.3%+9.2pp | 68.3%+23.2pp |
| Annual return | 14.59% | 28.25%-13.7pp | 62.55%-48.0pp | 40.90%-26.3pp |
| Employer contribution / active EE | $3,000 | $3,561-15.8% | $4,693-36.1% | $2,631+14.0% |
| Participant deferral / active EE | $3,978 | $6,636-40.1% | $7,997-50.3% | $4,212-5.6% |
| Admin fee / account holder | $8,673 | $8,568+1.2% | $13,435-35.4% | $7,344+18.1% |