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 | $160,251 | $99,341+61.3% | $84,750+89.1% | $273,961-41.5% |
| Participation rate | 84.6% | 80.7%+3.9pp | 76.6%+8.0pp | 83.0%+1.6pp |
| Annual return | 5.10% | 22.93%-17.8pp | 22.78%-17.7pp | 41.45%-36.3pp |
| Employer contribution / active EE | $1,505 | $4,214-64.3% | $3,574-57.9% | $4,869-69.1% |
| Participant deferral / active EE | $4,479 | $4,269+4.9% | $3,712+20.7% | $5,287-15.3% |
| Admin fee / account holder | $8,135 | $6,644+22.4% | $5,332+52.6% | $10,132-19.7% |