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 | $132,425 | $93,571+41.5% | $135,903-2.6% | $75,163+76.2% |
| Participation rate | 71.4% | 75.2%-3.8pp | 81.9%-10.5pp | 67.2%+4.2pp |
| Annual return | 16.04% | 30.90%-14.9pp | 68.23%-52.2pp | 160.62%-144.6pp |
| Employer contribution / active EE | $3,735 | $3,537+5.6% | $4,856-23.1% | $2,670+39.9% |
| Participant deferral / active EE | $4,710 | $6,404-26.5% | $7,758-39.3% | $4,125+14.2% |
| Admin fee / account holder | $32,538 | $6,975+366.5% | $10,762+202.3% | $5,651+475.8% |