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 | $144,822 | $123,793+17.0% | $177,821-18.6% | $79,858+81.3% |
| Participation rate | 94.6% | 84.7%+9.9pp | 87.7%+6.9pp | 69.6%+25.0pp |
| Annual return | 14.12% | 22.82%-8.7pp | 48.32%-34.2pp | 31.71%-17.6pp |
| Employer contribution / active EE | $1,563 | $4,095-61.8% | $5,918-73.6% | $2,471-36.7% |
| Participant deferral / active EE | $8,336 | $5,956+39.9% | $7,714+8.1% | $3,740+122.9% |
| Admin fee / account holder | $5,769 | $7,243-20.3% | $12,427-53.6% | $5,306+8.7% |