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 | $134,297 | $99,341+35.2% | $84,750+58.5% | $273,961-51.0% |
| Participation rate | 75.0% | 80.7%-5.7pp | 76.6%-1.6pp | 83.0%-8.0pp |
| Annual return | 18.36% | 22.93%-4.6pp | 22.78%-4.4pp | 41.45%-23.1pp |
| Employer contribution / active EE | $3,963 | $4,214-5.9% | $3,574+10.9% | $4,869-18.6% |
| Participant deferral / active EE | $10,250 | $4,269+140.1% | $3,712+176.2% | $5,287+93.9% |
| Admin fee / account holder | $38,089 | $6,644+473.3% | $5,332+614.3% | $10,132+275.9% |