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 | $242,092 | $96,557+150.7% | $80,975+199.0% | $273,961-11.6% |
| Participation rate | 85.7% | 79.1%+6.6pp | 75.8%+9.9pp | 83.0%+2.7pp |
| Annual return | 7.98% | 15.14%-7.2pp | 17.10%-9.1pp | 41.45%-33.5pp |
| Employer contribution / active EE | $3,210 | $4,868-34.1% | $3,714-13.6% | $4,869-34.1% |
| Participant deferral / active EE | $11,073 | $6,598+67.8% | $5,696+94.4% | $5,287+109.4% |
| Admin fee / account holder | $56,109 | $7,492+648.9% | $5,516+917.3% | $10,132+453.8% |