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 | $146,314 | $65,685+122.8% | $57,179+155.9% | $273,961-46.6% |
| Participation rate | 76.2% | 78.3%-2.2pp | 75.3%+0.8pp | 83.0%-6.8pp |
| Annual return | 5.84% | 21.99%-16.1pp | 14.59%-8.7pp | 41.45%-35.6pp |
| Employer contribution / active EE | $6,712 | $3,279+104.7% | $2,682+150.2% | $4,869+37.9% |
| Participant deferral / active EE | $0 | $3,782-100.0% | $3,096-100.0% | $5,287-100.0% |
| Admin fee / account holder | $15,203 | $4,835+214.5% | $3,139+384.3% | $10,132+50.0% |