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 | $183,306 | $109,413+67.5% | $156,263+17.3% | $84,808+116.1% |
| Participation rate | 70.6% | 72.7%-2.1pp | 78.9%-8.3pp | 68.3%+2.3pp |
| Annual return | 16.34% | 20.18%-3.8pp | 59.47%-43.1pp | 40.90%-24.6pp |
| Employer contribution / active EE | $1,591 | $2,907-45.3% | $4,333-63.3% | $2,631-39.5% |
| Participant deferral / active EE | $3,373 | $4,590-26.5% | $6,158-45.2% | $4,212-19.9% |
| Admin fee / account holder | $5,643 | $9,357-39.7% | $14,255-60.4% | $7,344-23.2% |