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 | $111,430 | $88,707+25.6% | $74,183+50.2% | $273,961-59.3% |
| Participation rate | 72.7% | 79.4%-6.7pp | 76.6%-3.9pp | 83.0%-10.3pp |
| Annual return | 4.72% | 11.94%-7.2pp | 17.74%-13.0pp | 41.45%-36.7pp |
| Employer contribution / active EE | $2,540 | $3,159-19.6% | $2,370+7.2% | $4,869-47.8% |
| Participant deferral / active EE | $4,956 | $4,212+17.7% | $3,550+39.6% | $5,287-6.3% |
| Admin fee / account holder | $16,254 | $8,717+86.5% | $5,586+191.0% | $10,132+60.4% |