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 | $180,760 | $127,065+42.3% | $113,168+59.7% | $142,382+27.0% |
| Participation rate | 75.0% | 79.2%-4.2pp | 76.6%-1.6pp | 80.1%-5.1pp |
| Annual return | 15.39% | 24.03%-8.6pp | 24.27%-8.9pp | 217.08%-201.7pp |
| Employer contribution / active EE | $5,338 | $3,442+55.1% | $2,975+79.4% | $4,299+24.2% |
| Participant deferral / active EE | $2,028 | $5,716-64.5% | $5,107-60.3% | $6,507-68.8% |
| Admin fee / account holder | $10,712 | $15,736-31.9% | $12,068-11.2% | $12,624-15.1% |