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 | $149,388 | $95,803+55.9% | $113,168+32.0% | $84,808+76.1% |
| Participation rate | 70.2% | 72.9%-2.7pp | 76.6%-6.4pp | 68.3%+1.9pp |
| Annual return | 15.53% | 25.00%-9.5pp | 24.27%-8.7pp | 40.90%-25.4pp |
| Employer contribution / active EE | $1,777 | $2,360-24.7% | $2,975-40.3% | $2,631-32.5% |
| Participant deferral / active EE | $4,314 | $4,242+1.7% | $5,107-15.5% | $4,212+2.4% |
| Admin fee / account holder | $1,277 | $8,989-85.8% | $12,068-89.4% | $7,344-82.6% |