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 | $177,642 | $135,952+30.7% | $123,892+43.4% | $273,961-35.2% |
| Participation rate | 87.5% | 84.1%+3.4pp | 81.4%+6.1pp | 83.0%+4.5pp |
| Annual return | 6.28% | 56.63%-50.4pp | 47.52%-41.2pp | 41.45%-35.2pp |
| Employer contribution / active EE | $3,865 | $5,170-25.2% | $4,617-16.3% | $4,869-20.6% |
| Participant deferral / active EE | $8,826 | $6,343+39.2% | $5,984+47.5% | $5,287+66.9% |
| Admin fee / account holder | $51,218 | $9,817+421.7% | $8,357+512.9% | $10,132+405.5% |