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 7-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 | $145,986 | $111,754+30.6% | $103,333+41.3% | $145,9220% |
| Participation rate | 82.4% | 77.9%+4.4pp | 74.5%+7.8pp | 80.3%+2.1pp |
| Annual return | 13.56% | 24.77%-11.2pp | 24.88%-11.3pp | 561.29%-547.7pp |
| Employer contribution / active EE | $1,812 | $4,212-57.0% | $3,868-53.2% | $4,660-61.1% |
| Participant deferral / active EE | $5,029 | $5,619-10.5% | $5,057-0.6% | $6,688-24.8% |
| Admin fee / account holder | $1,710 | $9,750-82.5% | $8,355-79.5% | $13,397-87.2% |