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 | $220,984 | $139,421+58.5% | $239,577-7.8% | $116,462+89.7% |
| Participation rate | 74.1% | 75.0%-0.9pp | 82.1%-8.0pp | 74.7%-0.6pp |
| Annual return | 13.33% | 15.58%-2.2pp | -0.70%+14.0pp | 15.65%-2.3pp |
| Employer contribution / active EE | $3,200 | $4,487-28.7% | $7,232-55.8% | $3,231-1.0% |
| Participant deferral / active EE | $7,937 | $4,296+84.8% | $5,676+39.8% | $3,836+106.9% |
| Admin fee / account holder | $48,038 | $21,515+123.3% | $19,315+148.7% | $12,754+276.7% |