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 | $145,220 | $138,347+5.0% | $184,203-21.2% | $80,856+79.6% |
| Participation rate | 71.9% | 83.9%-12.0pp | 86.8%-14.9pp | 67.6%+4.2pp |
| Annual return | 12.35% | 20.02%-7.7pp | 28.81%-16.5pp | 35.59%-23.2pp |
| Employer contribution / active EE | $2,369 | $4,850-51.2% | $6,427-63.1% | $2,755-14.0% |
| Participant deferral / active EE | $3,650 | $7,071-48.4% | $9,131-60.0% | $4,296-15.0% |
| Admin fee / account holder | $42,645 | $10,483+306.8% | $13,901+206.8% | $6,918+516.4% |