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 | $156,278 | $127,065+23.0% | $113,168+38.1% | $142,382+9.8% |
| Participation rate | 90.5% | 79.2%+11.3pp | 76.6%+13.9pp | 80.1%+10.4pp |
| Annual return | 16.26% | 24.03%-7.8pp | 24.27%-8.0pp | 217.08%-200.8pp |
| Employer contribution / active EE | $969 | $3,442-71.8% | $2,975-67.4% | $4,299-77.5% |
| Participant deferral / active EE | $4,236 | $5,716-25.9% | $5,107-17.1% | $6,507-34.9% |
| Admin fee / account holder | $973 | $15,736-93.8% | $12,068-91.9% | $12,624-92.3% |