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 | $140,555 | $85,766+63.9% | $136,294+3.1% | $70,131+100.4% |
| Participation rate | 73.0% | 74.2%-1.1pp | 81.9%-8.9pp | 69.5%+3.5pp |
| Annual return | 16.32% | 31.45%-15.1pp | 5155.94%-5139.6pp | 73.14%-56.8pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,168 | $5,051-17.5% | $6,247-33.3% | $3,332+25.1% |
| Admin fee / account holder | $4,928 | $5,420-9.1% | $9,243-46.7% | $4,645+6.1% |