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 | $127,880 | $99,341+28.7% | $84,750+50.9% | $273,961-53.3% |
| Participation rate | 70.0% | 80.7%-10.7pp | 76.6%-6.6pp | 83.0%-13.0pp |
| Annual return | 4.77% | 22.93%-18.2pp | 22.78%-18.0pp | 41.45%-36.7pp |
| Employer contribution / active EE | $1,506 | $4,214-64.3% | $3,574-57.9% | $4,869-69.1% |
| Participant deferral / active EE | $5,295 | $4,269+24.0% | $3,712+42.7% | $5,287+0.1% |
| Admin fee / account holder | $464 | $6,644-93.0% | $5,332-91.3% | $10,132-95.4% |