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 | $162,113 | $112,729+43.8% | $98,716+64.2% | $137,256+18.1% |
| Participation rate | 70.8% | 74.2%-3.4pp | 69.3%+1.5pp | 80.0%-9.1pp |
| Annual return | 11.04% | 38.48%-27.4pp | 31.81%-20.8pp | 220.34%-209.3pp |
| Employer contribution / active EE | $926 | $2,725-66.0% | $2,279-59.4% | $4,156-77.7% |
| Participant deferral / active EE | $4,660 | $4,640+0.4% | $4,048+15.1% | $6,407-27.3% |
| Admin fee / account holder | $24,255 | $10,129+139.5% | $8,703+178.7% | $12,270+97.7% |