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 | $148,762 | $99,341+49.7% | $84,750+75.5% | $273,961-45.7% |
| Participation rate | 78.3% | 80.7%-2.4pp | 76.6%+1.7pp | 83.0%-4.8pp |
| Annual return | 6.31% | 22.93%-16.6pp | 22.78%-16.5pp | 41.45%-35.1pp |
| Employer contribution / active EE | $1,195 | $4,214-71.6% | $3,574-66.6% | $4,869-75.5% |
| Participant deferral / active EE | $3,768 | $4,269-11.7% | $3,712+1.5% | $5,287-28.7% |
| Admin fee / account holder | $6,819 | $6,644+2.6% | $5,332+27.9% | $10,132-32.7% |