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 | $142,524 | $80,717+76.6% | $154,803-7.9% | $84,808+68.1% |
| Participation rate | 87.5% | 66.8%+20.7pp | 78.1%+9.4pp | 68.3%+19.2pp |
| Annual return | 17.58% | 37.96%-20.4pp | 58.88%-41.3pp | 40.90%-23.3pp |
| Employer contribution / active EE | $1,499 | $2,761-45.7% | $4,305-65.2% | $2,631-43.0% |
| Participant deferral / active EE | $4,101 | $3,303+24.2% | $5,540-26.0% | $4,212-2.6% |
| Admin fee / account holder | $6,829 | $6,746+1.2% | $14,329-52.3% | $7,344-7.0% |