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 | $146,744 | $109,413+34.1% | $156,263-6.1% | $84,808+73.0% |
| Participation rate | 80.4% | 72.7%+7.7pp | 78.9%+1.5pp | 68.3%+12.1pp |
| Annual return | 15.06% | 20.18%-5.1pp | 59.47%-44.4pp | 40.90%-25.8pp |
| Employer contribution / active EE | $7,949 | $2,907+173.4% | $4,333+83.4% | $2,631+202.1% |
| Participant deferral / active EE | $2,873 | $4,590-37.4% | $6,158-53.3% | $4,212-31.8% |
| Admin fee / account holder | $10,253 | $9,357+9.6% | $14,255-28.1% | $7,344+39.6% |