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 | $174,789 | $95,862+82.3% | $79,550+119.7% | $134,475+30.0% |
| Participation rate | 78.6% | 75.0%+3.5pp | 69.5%+9.1pp | 81.2%-2.7pp |
| Annual return | 2.20% | -2.69%+4.9pp | 0.16%+2.0pp | 417.96%-415.8pp |
| Employer contribution / active EE | $2,167 | $3,128-30.7% | $2,413-10.2% | $4,740-54.3% |
| Participant deferral / active EE | $8,446 | $4,693+80.0% | $3,985+111.9% | $6,400+32.0% |
| Admin fee / account holder | $16,558 | $9,126+81.4% | $6,832+142.4% | $11,426+44.9% |