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 | $182,588 | $105,630+72.9% | $87,507+108.7% | $273,961-33.4% |
| Participation rate | 87.5% | 78.2%+9.3pp | 73.8%+13.7pp | 83.0%+4.5pp |
| Annual return | 7.76% | 12.25%-4.5pp | 12.21%-4.4pp | 41.45%-33.7pp |
| Employer contribution / active EE | $916 | $3,141-70.8% | $2,550-64.1% | $4,869-81.2% |
| Participant deferral / active EE | $7,570 | $3,601+110.2% | $3,149+140.4% | $5,287+43.2% |
| Admin fee / account holder | $8,463 | $4,781+77.0% | $4,221+100.5% | $10,132-16.5% |