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 | $117,901 | $85,766+37.5% | $136,294-13.5% | $70,131+68.1% |
| Participation rate | 81.3% | 74.2%+7.1pp | 81.9%-0.7pp | 69.5%+11.7pp |
| Annual return | 16.15% | 31.45%-15.3pp | 5155.94%-5139.8pp | 73.14%-57.0pp |
| Employer contribution / active EE | $1,208 | $2,966-59.3% | $4,695-74.3% | $2,342-48.4% |
| Participant deferral / active EE | $7,310 | $5,051+44.7% | $6,247+17.0% | $3,332+119.4% |
| Admin fee / account holder | $3,217 | $5,420-40.6% | $9,243-65.2% | $4,645-30.7% |