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 | $163,741 | $93,071+75.9% | $74,583+119.5% | $273,961-40.2% |
| Participation rate | 85.7% | 74.9%+10.8pp | 68.1%+17.6pp | 83.0%+2.7pp |
| Annual return | 4.64% | 26.18%-21.5pp | 20.47%-15.8pp | 41.45%-36.8pp |
| Employer contribution / active EE | $1,418 | $3,160-55.1% | $2,525-43.9% | $4,869-70.9% |
| Participant deferral / active EE | $4,304 | $4,160+3.5% | $3,458+24.5% | $5,287-18.6% |
| Admin fee / account holder | $3,142 | $5,272-40.4% | $4,138-24.1% | $10,132-69.0% |