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 | $147,503 | $90,503+63.0% | $78,689+87.5% | $273,961-46.2% |
| Participation rate | 77.8% | 76.5%+1.3pp | 73.6%+4.2pp | 83.0%-5.2pp |
| Annual return | 20.18% | 75.60%-55.4pp | 62.18%-42.0pp | 41.45%-21.3pp |
| Employer contribution / active EE | $4,981 | $3,176+56.8% | $2,851+74.7% | $4,869+2.3% |
| Participant deferral / active EE | $3,432 | $3,901-12.0% | $3,517-2.4% | $5,287-35.1% |
| Admin fee / account holder | $1,173 | $5,263-77.7% | $4,510-74.0% | $10,132-88.4% |