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 | $106,355+40.7% | $237,244-36.9% | $116,875+28.1% |
| Participation rate | 77.9% | 71.9%+6.1pp | 80.3%-2.3pp | 74.5%+3.4pp |
| Annual return | 15.27% | 17.03%-1.8pp | 4131.29%-4116.0pp | 16.29%-1.0pp |
| Employer contribution / active EE | $1,100 | $1,595-31.1% | $4,351-74.7% | $3,288-66.6% |
| Participant deferral / active EE | $5,560 | $3,396+63.7% | $4,056+37.1% | $3,885+43.1% |
| Admin fee / account holder | $7,112 | $11,423-37.7% | $18,030-60.6% | $12,263-42.0% |