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 | $193,944 | $135,952+42.7% | $123,892+56.5% | $273,961-29.2% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 5.28% | 56.63%-51.3pp | 47.52%-42.2pp | 41.45%-36.2pp |
| Employer contribution / active EE | $1,025 | $5,170-80.2% | $4,617-77.8% | $4,869-78.9% |
| Participant deferral / active EE | $4,128 | $6,343-34.9% | $5,984-31.0% | $5,287-21.9% |
| Admin fee / account holder | $21,679 | $9,817+120.8% | $8,357+159.4% | $10,132+114.0% |