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 | $155,380 | $93,071+66.9% | $74,583+108.3% | $273,961-43.3% |
| Participation rate | 77.3% | 74.9%+2.3pp | 68.1%+9.2pp | 83.0%-5.7pp |
| Annual return | 8.52% | 26.18%-17.7pp | 20.47%-11.9pp | 41.45%-32.9pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,525-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,694 | $4,160+12.8% | $3,458+35.7% | $5,287-11.2% |
| Admin fee / account holder | $478 | $5,272-90.9% | $4,138-88.5% | $10,132-95.3% |