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 | $134,493 | $99,341+35.4% | $84,750+58.7% | $273,961-50.9% |
| Participation rate | 78.6% | 80.7%-2.1pp | 76.6%+2.0pp | 83.0%-4.4pp |
| Annual return | 6.49% | 22.93%-16.4pp | 22.78%-16.3pp | 41.45%-35.0pp |
| Employer contribution / active EE | $2,271 | $4,214-46.1% | $3,574-36.5% | $4,869-53.4% |
| Participant deferral / active EE | $6,634 | $4,269+55.4% | $3,712+78.7% | $5,287+25.5% |
| Admin fee / account holder | $1,928 | $6,644-71.0% | $5,332-63.8% | $10,132-81.0% |