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 | $148,021 | $138,347+7.0% | $184,203-19.6% | $80,856+83.1% |
| Participation rate | 79.3% | 83.9%-4.6pp | 86.8%-7.5pp | 67.6%+11.7pp |
| Annual return | 39.49% | 20.02%+19.5pp | 28.81%+10.7pp | 35.59%+3.9pp |
| Employer contribution / active EE | $5,096 | $4,850+5.1% | $6,427-20.7% | $2,755+85.0% |
| Participant deferral / active EE | $7,678 | $7,071+8.6% | $9,131-15.9% | $4,296+78.7% |
| Admin fee / account holder | $1,207 | $10,483-88.5% | $13,901-91.3% | $6,918-82.6% |