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 | $121,819 | $93,346+30.5% | $71,796+69.7% | $273,961-55.5% |
| Participation rate | 95.5% | 76.5%+18.9pp | 69.1%+26.3pp | 83.0%+12.4pp |
| Annual return | 5.72% | 130.39%-124.7pp | 78.04%-72.3pp | 41.45%-35.7pp |
| Employer contribution / active EE | $1,713 | $2,733-37.3% | $1,924-11.0% | $4,869-64.8% |
| Participant deferral / active EE | $3,397 | $3,475-2.2% | $2,794+21.6% | $5,287-35.7% |
| Admin fee / account holder | $30,161 | $6,571+359.0% | $4,815+526.4% | $10,132+197.7% |