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 | $148,349 | $167,483-11.4% | $115,752+28.2% | $147,584+0.5% |
| Participation rate | 76.5% | 81.7%-5.3pp | 77.8%-1.3pp | 82.8%-6.4pp |
| Annual return | 17.59% | 12.11%+5.5pp | 19.41%-1.8pp | 578.55%-561.0pp |
| Employer contribution / active EE | $3,523 | $4,960-29.0% | $3,492+0.9% | $4,876-27.7% |
| Participant deferral / active EE | $10,759 | $7,037+52.9% | $5,204+106.8% | $5,439+97.8% |
| Admin fee / account holder | $26,462 | $13,069+102.5% | $6,278+321.5% | $10,885+143.1% |