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 | $222,868 | $93,071+139.5% | $74,583+198.8% | $273,961-18.6% |
| Participation rate | 75.0% | 74.9%+0.1pp | 68.1%+6.9pp | 83.0%-8.0pp |
| Annual return | 3.03% | 26.18%-23.1pp | 20.47%-17.4pp | 41.45%-38.4pp |
| Employer contribution / active EE | $1,061 | $3,160-66.4% | $2,525-58.0% | $4,869-78.2% |
| Participant deferral / active EE | $4,699 | $4,160+13.0% | $3,458+35.9% | $5,287-11.1% |
| Admin fee / account holder | $13,718 | $5,272+160.2% | $4,138+231.5% | $10,132+35.4% |