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 | $149,006 | $135,952+9.6% | $123,892+20.3% | $273,961-45.6% |
| Participation rate | 71.4% | 84.1%-12.6pp | 81.4%-10.0pp | 83.0%-11.6pp |
| Annual return | 7.91% | 56.63%-48.7pp | 47.52%-39.6pp | 41.45%-33.5pp |
| Employer contribution / active EE | $3,429 | $5,170-33.7% | $4,617-25.7% | $4,869-29.6% |
| Participant deferral / active EE | $12,343 | $6,343+94.6% | $5,984+106.3% | $5,287+133.5% |
| Admin fee / account holder | $6,571 | $9,817-33.1% | $8,357-21.4% | $10,132-35.1% |