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 | $143,953 | $89,753+60.4% | $107,525+33.9% | $84,808+69.7% |
| Participation rate | 74.4% | 68.1%+6.3pp | 75.1%-0.7pp | 68.3%+6.0pp |
| Annual return | 15.80% | 29.48%-13.7pp | 181.32%-165.5pp | 40.90%-25.1pp |
| Employer contribution / active EE | $2,071 | $3,113-33.5% | $3,754-44.8% | $2,631-21.3% |
| Participant deferral / active EE | $4,691 | $4,056+15.7% | $5,116-8.3% | $4,212+11.4% |
| Admin fee / account holder | $3,905 | $7,222-45.9% | $8,919-56.2% | $7,344-46.8% |