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 | $149,673 | $94,315+58.7% | $239,403-37.5% | $116,462+28.5% |
| Participation rate | 77.9% | 71.7%+6.2pp | 82.2%-4.2pp | 74.7%+3.2pp |
| Annual return | 15.27% | 19.05%-3.8pp | 3.34%+11.9pp | 15.65%-0.4pp |
| Employer contribution / active EE | $1,100 | $1,745-37.0% | $4,656-76.4% | $3,231-66.0% |
| Participant deferral / active EE | $5,560 | $2,870+93.7% | $4,239+31.2% | $3,836+44.9% |
| Admin fee / account holder | $7,112 | $9,071-21.6% | $21,121-66.3% | $12,754-44.2% |