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 | $176,374 | $96,557+82.7% | $80,975+117.8% | $273,961-35.6% |
| Participation rate | 76.9% | 79.1%-2.2pp | 75.8%+1.1pp | 83.0%-6.1pp |
| Annual return | 8.27% | 15.14%-6.9pp | 17.10%-8.8pp | 41.45%-33.2pp |
| Employer contribution / active EE | $979 | $4,868-79.9% | $3,714-73.7% | $4,869-79.9% |
| Participant deferral / active EE | $5,992 | $6,598-9.2% | $5,696+5.2% | $5,287+13.3% |
| Admin fee / account holder | $24,889 | $7,492+232.2% | $5,516+351.2% | $10,132+145.6% |