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 | $124,680 | $90,503+37.8% | $78,689+58.4% | $273,961-54.5% |
| Participation rate | 75.0% | 76.5%-1.5pp | 73.6%+1.4pp | 83.0%-8.0pp |
| Annual return | 8.14% | 75.60%-67.5pp | 62.18%-54.0pp | 41.45%-33.3pp |
| Employer contribution / active EE | $4,515 | $3,176+42.2% | $2,851+58.4% | $4,869-7.3% |
| Participant deferral / active EE | $6,199 | $3,901+58.9% | $3,517+76.3% | $5,287+17.2% |
| Admin fee / account holder | $1,963 | $5,263-62.7% | $4,510-56.5% | $10,132-80.6% |