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 | $161,616 | $90,503+78.6% | $78,689+105.4% | $273,961-41.0% |
| Participation rate | 88.9% | 76.5%+12.4pp | 73.6%+15.3pp | 83.0%+5.9pp |
| Annual return | 7.27% | 75.60%-68.3pp | 62.18%-54.9pp | 41.45%-34.2pp |
| Employer contribution / active EE | $2,222 | $3,176-30.0% | $2,851-22.0% | $4,869-54.4% |
| Participant deferral / active EE | $3,706 | $3,901-5.0% | $3,517+5.4% | $5,287-29.9% |
| Admin fee / account holder | $23,617 | $5,263+348.7% | $4,510+423.6% | $10,132+133.1% |