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 | $146,596 | $109,413+34.0% | $156,263-6.2% | $84,808+72.9% |
| Participation rate | 72.6% | 72.7%-0.1pp | 78.9%-6.3pp | 68.3%+4.3pp |
| Annual return | 17.89% | 20.18%-2.3pp | 59.47%-41.6pp | 40.90%-23.0pp |
| Employer contribution / active EE | $1,504 | $2,907-48.2% | $4,333-65.3% | $2,631-42.8% |
| Participant deferral / active EE | $5,064 | $4,590+10.3% | $6,158-17.8% | $4,212+20.2% |
| Admin fee / account holder | $5,948 | $9,357-36.4% | $14,255-58.3% | $7,344-19.0% |