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 | $144,777 | $95,803+51.1% | $113,168+27.9% | $84,808+70.7% |
| Participation rate | 91.2% | 72.9%+18.3pp | 76.6%+14.6pp | 68.3%+22.9pp |
| Annual return | 14.50% | 25.00%-10.5pp | 24.27%-9.8pp | 40.90%-26.4pp |
| Employer contribution / active EE | $2,091 | $2,360-11.4% | $2,975-29.7% | $2,631-20.5% |
| Participant deferral / active EE | $4,981 | $4,242+17.4% | $5,107-2.5% | $4,212+18.3% |
| Admin fee / account holder | $28,308 | $8,989+214.9% | $12,068+134.6% | $7,344+285.5% |