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 | $117,733 | $93,346+26.1% | $71,796+64.0% | $273,961-57.0% |
| Participation rate | 81.8% | 76.5%+5.3pp | 69.1%+12.7pp | 83.0%-1.2pp |
| Annual return | 5.11% | 130.39%-125.3pp | 78.04%-72.9pp | 41.45%-36.3pp |
| Employer contribution / active EE | $1,209 | $2,733-55.8% | $1,924-37.2% | $4,869-75.2% |
| Participant deferral / active EE | $3,179 | $3,475-8.5% | $2,794+13.8% | $5,287-39.9% |
| Admin fee / account holder | $1,774 | $6,571-73.0% | $4,815-63.1% | $10,132-82.5% |