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 | $109,318 | $88,707+23.2% | $74,183+47.4% | $273,961-60.1% |
| Participation rate | 72.7% | 79.4%-6.7pp | 76.6%-3.9pp | 83.0%-10.3pp |
| Annual return | 6.62% | 11.94%-5.3pp | 17.74%-11.1pp | 41.45%-34.8pp |
| Employer contribution / active EE | $5,067 | $3,159+60.4% | $2,370+113.8% | $4,869+4.1% |
| Participant deferral / active EE | $4,167 | $4,212-1.1% | $3,550+17.4% | $5,287-21.2% |
| Admin fee / account holder | $6,640 | $8,717-23.8% | $5,586+18.9% | $10,132-34.5% |