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 | $166,763 | $93,071+79.2% | $74,583+123.6% | $273,961-39.1% |
| Participation rate | 73.3% | 74.9%-1.6pp | 68.1%+5.2pp | 83.0%-9.7pp |
| Annual return | 5.77% | 26.18%-20.4pp | 20.47%-14.7pp | 41.45%-35.7pp |
| Employer contribution / active EE | $1,765 | $3,160-44.1% | $2,525-30.1% | $4,869-63.7% |
| Participant deferral / active EE | $7,035 | $4,160+69.1% | $3,458+103.5% | $5,287+33.1% |
| Admin fee / account holder | $9,369 | $5,272+77.7% | $4,138+126.4% | $10,132-7.5% |