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 | $56,490 | $93,346-39.5% | $71,796-21.3% | $273,961-79.4% |
| Participation rate | 81.8% | 76.5%+5.3pp | 69.1%+12.7pp | 83.0%-1.2pp |
| Annual return | 6.15% | 130.39%-124.2pp | 78.04%-71.9pp | 41.45%-35.3pp |
| Employer contribution / active EE | $6,818 | $2,733+149.4% | $1,924+254.3% | $4,869+40.0% |
| Participant deferral / active EE | $1,617 | $3,475-53.5% | $2,794-42.1% | $5,287-69.4% |
| Admin fee / account holder | $2,245 | $6,571-65.8% | $4,815-53.4% | $10,132-77.8% |