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 | $119,589 | $90,503+32.1% | $78,689+52.0% | $273,961-56.3% |
| Participation rate | 77.8% | 76.5%+1.3pp | 73.6%+4.2pp | 83.0%-5.2pp |
| Annual return | 8.67% | 75.60%-66.9pp | 62.18%-53.5pp | 41.45%-32.8pp |
| Employer contribution / active EE | $2,542 | $3,176-20.0% | $2,851-10.8% | $4,869-47.8% |
| Participant deferral / active EE | $5,715 | $3,901+46.5% | $3,517+62.5% | $5,287+8.1% |
| Admin fee / account holder | $7,208 | $5,263+37.0% | $4,510+59.8% | $10,132-28.9% |