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 | $164,677 | $96,557+70.5% | $80,975+103.4% | $273,961-39.9% |
| Participation rate | 88.9% | 79.1%+9.8pp | 75.8%+13.1pp | 83.0%+5.9pp |
| Annual return | 5.42% | 15.14%-9.7pp | 17.10%-11.7pp | 41.45%-36.0pp |
| Employer contribution / active EE | $5,221 | $4,868+7.2% | $3,714+40.6% | $4,869+7.2% |
| Participant deferral / active EE | $3,948 | $6,598-40.2% | $5,696-30.7% | $5,287-25.3% |
| Admin fee / account holder | $13,088 | $7,492+74.7% | $5,516+137.3% | $10,132+29.2% |