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 | $151,959 | $135,952+11.8% | $123,892+22.7% | $273,961-44.5% |
| Participation rate | 76.5% | 84.1%-7.6pp | 81.4%-4.9pp | 83.0%-6.5pp |
| Annual return | 7.93% | 56.63%-48.7pp | 47.52%-39.6pp | 41.45%-33.5pp |
| Employer contribution / active EE | $8,000 | $5,170+54.7% | $4,617+73.3% | $4,869+64.3% |
| Participant deferral / active EE | $3,545 | $6,343-44.1% | $5,984-40.8% | $5,287-33.0% |
| Admin fee / account holder | $5,244 | $9,817-46.6% | $8,357-37.2% | $10,132-48.2% |