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 | $144,142 | $99,341+45.1% | $84,750+70.1% | $273,961-47.4% |
| Participation rate | 73.7% | 80.7%-7.0pp | 76.6%-2.9pp | 83.0%-9.3pp |
| Annual return | 7.62% | 22.93%-15.3pp | 22.78%-15.2pp | 41.45%-33.8pp |
| Employer contribution / active EE | $1,721 | $4,214-59.1% | $3,574-51.8% | $4,869-64.6% |
| Participant deferral / active EE | $5,514 | $4,269+29.2% | $3,712+48.6% | $5,287+4.3% |
| Admin fee / account holder | $2,765 | $6,644-58.4% | $5,332-48.2% | $10,132-72.7% |