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 | $162,635 | $127,065+28.0% | $113,168+43.7% | $142,382+14.2% |
| Participation rate | 70.6% | 79.2%-8.6pp | 76.6%-6.0pp | 80.1%-9.5pp |
| Annual return | 17.74% | 24.03%-6.3pp | 24.27%-6.5pp | 217.08%-199.3pp |
| Employer contribution / active EE | $1,604 | $3,442-53.4% | $2,975-46.1% | $4,299-62.7% |
| Participant deferral / active EE | $4,651 | $5,716-18.6% | $5,107-8.9% | $6,507-28.5% |
| Admin fee / account holder | $5,460 | $15,736-65.3% | $12,068-54.8% | $12,624-56.7% |