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 | $173,309 | $104,664+65.6% | $85,682+102.3% | $167,490+3.5% |
| Participation rate | 75.0% | 76.4%-1.4pp | 69.9%+5.1pp | 82.1%-7.1pp |
| Annual return | 11.96% | 21.45%-9.5pp | 21.49%-9.5pp | 478.56%-466.6pp |
| Employer contribution / active EE | $1,438 | $3,337-56.9% | $2,618-45.1% | $4,837-70.3% |
| Participant deferral / active EE | $3,492 | $4,824-27.6% | $3,923-11.0% | $6,341-44.9% |
| Admin fee / account holder | $1,331 | $10,032-86.7% | $6,873-80.6% | $12,309-89.2% |