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 | $218,346 | $93,346+133.9% | $71,796+204.1% | $273,961-20.3% |
| Participation rate | 80.0% | 76.5%+3.5pp | 69.1%+10.9pp | 83.0%-3.0pp |
| Annual return | 6.52% | 130.39%-123.9pp | 78.04%-71.5pp | 41.45%-34.9pp |
| Employer contribution / active EE | $3,148 | $2,733+15.2% | $1,924+63.6% | $4,869-35.3% |
| Participant deferral / active EE | $7,354 | $3,475+111.6% | $2,794+163.2% | $5,287+39.1% |
| Admin fee / account holder | $4,822 | $6,571-26.6% | $4,815+0.2% | $10,132-52.4% |