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 | $142,033 | $116,875+21.5% | $146,762-3.2% | $116,875+21.5% |
| Participation rate | 77.3% | 74.5%+2.7pp | 81.7%-4.4pp | 74.5%+2.7pp |
| Annual return | 18.55% | 16.29%+2.3pp | -2.96%+21.5pp | 16.29%+2.3pp |
| Employer contribution / active EE | $1,168 | $3,288-64.5% | $3,453-66.2% | $3,288-64.5% |
| Participant deferral / active EE | $4,016 | $3,885+3.4% | $3,550+13.1% | $3,885+3.4% |
| Admin fee / account holder | $2,181 | $12,263-82.2% | $14,221-84.7% | $12,263-82.2% |