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 | $151,969 | $95,803+58.6% | $113,168+34.3% | $84,808+79.2% |
| Participation rate | 71.4% | 72.9%-1.4pp | 76.6%-5.1pp | 68.3%+3.1pp |
| Annual return | 25.14% | 25.00%+0.1pp | 24.27%+0.9pp | 40.90%-15.8pp |
| Employer contribution / active EE | $1,287 | $2,360-45.5% | $2,975-56.7% | $2,631-51.1% |
| Participant deferral / active EE | $4,615 | $4,242+8.8% | $5,107-9.6% | $4,212+9.6% |
| Admin fee / account holder | $14,206 | $8,989+58.0% | $12,068+17.7% | $7,344+93.4% |