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 | $135,285 | $88,707+52.5% | $74,183+82.4% | $273,961-50.6% |
| Participation rate | 95.2% | 79.4%+15.8pp | 76.6%+18.6pp | 83.0%+12.2pp |
| Annual return | 8.38% | 11.94%-3.6pp | 17.74%-9.4pp | 41.45%-33.1pp |
| Employer contribution / active EE | $565 | $3,159-82.1% | $2,370-76.2% | $4,869-88.4% |
| Participant deferral / active EE | $7,068 | $4,212+67.8% | $3,550+99.1% | $5,287+33.7% |
| Admin fee / account holder | $26,822 | $8,717+207.7% | $5,586+380.2% | $10,132+164.7% |