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 | $149,824 | $86,929+72.4% | $102,423+46.3% | $80,856+85.3% |
| Participation rate | 83.3% | 72.4%+11.0pp | 76.5%+6.8pp | 67.6%+15.7pp |
| Annual return | 14.32% | 18.88%-4.6pp | 29.32%-15.0pp | 35.59%-21.3pp |
| Employer contribution / active EE | $730 | $2,369-69.2% | $3,023-75.9% | $2,755-73.5% |
| Participant deferral / active EE | $3,097 | $4,118-24.8% | $5,053-38.7% | $4,296-27.9% |
| Admin fee / account holder | $5,682 | $8,049-29.4% | $9,451-39.9% | $6,918-17.9% |