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 | $149,012 | $109,359+36.3% | $162,163-8.1% | $72,985+104.2% |
| Participation rate | 82.2% | 84.3%-2.0pp | 87.6%-5.3pp | 69.5%+12.7pp |
| Annual return | 24.00% | 25.46%-1.5pp | 115.59%-91.6pp | 81.00%-57.0pp |
| Employer contribution / active EE | $2,443 | $3,907-37.5% | $5,614-56.5% | $2,440+0.1% |
| Participant deferral / active EE | $7,185 | $5,481+31.1% | $7,298-1.6% | $3,607+99.2% |
| Admin fee / account holder | $3,185 | $7,972-60.1% | $10,843-70.6% | $5,124-37.9% |