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 | $156,709 | $103,376+51.6% | $87,100+79.9% | $152,861+2.5% |
| Participation rate | 81.3% | 79.3%+1.9pp | 76.9%+4.4pp | 82.4%-1.2pp |
| Annual return | 14.14% | 28.10%-14.0pp | 28.19%-14.0pp | 345.32%-331.2pp |
| Employer contribution / active EE | $2,397 | $3,220-25.6% | $2,521-4.9% | $4,762-49.7% |
| Participant deferral / active EE | $3,804 | $4,778-20.4% | $4,049-6.0% | $5,850-35.0% |
| Admin fee / account holder | $4,243 | $12,205-65.2% | $7,497-43.4% | $11,596-63.4% |