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 | $136,071 | $93,346+45.8% | $71,796+89.5% | $273,961-50.3% |
| Participation rate | 83.3% | 76.5%+6.8pp | 69.1%+14.2pp | 83.0%+0.3pp |
| Annual return | 2.58% | 130.39%-127.8pp | 78.04%-75.5pp | 41.45%-38.9pp |
| Employer contribution / active EE | $1,664 | $2,733-39.1% | $1,924-13.5% | $4,869-65.8% |
| Participant deferral / active EE | $5,367 | $3,475+54.4% | $2,794+92.1% | $5,287+1.5% |
| Admin fee / account holder | $362 | $6,571-94.5% | $4,815-92.5% | $10,132-96.4% |