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 | $169,635 | $135,952+24.8% | $123,892+36.9% | $273,961-38.1% |
| Participation rate | 78.6% | 84.1%-5.5pp | 81.4%-2.8pp | 83.0%-4.4pp |
| Annual return | 7.05% | 56.63%-49.6pp | 47.52%-40.5pp | 41.45%-34.4pp |
| Employer contribution / active EE | $5,422 | $5,170+4.9% | $4,617+17.4% | $4,869+11.4% |
| Participant deferral / active EE | $7,676 | $6,343+21.0% | $5,984+28.3% | $5,287+45.2% |
| Admin fee / account holder | $1,126 | $9,817-88.5% | $8,357-86.5% | $10,132-88.9% |