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 | $170,153 | $65,685+159.0% | $57,179+197.6% | $273,961-37.9% |
| Participation rate | 83.3% | 78.3%+5.0pp | 75.3%+8.0pp | 83.0%+0.3pp |
| Annual return | 6.98% | 21.99%-15.0pp | 14.59%-7.6pp | 41.45%-34.5pp |
| Employer contribution / active EE | $7,074 | $3,279+115.8% | $2,682+163.7% | $4,869+45.3% |
| Participant deferral / active EE | $6,198 | $3,782+63.9% | $3,096+100.2% | $5,287+17.2% |
| Admin fee / account holder | $7,181 | $4,835+48.5% | $3,139+128.8% | $10,132-29.1% |