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 | $138,121 | $90,503+52.6% | $78,689+75.5% | $273,961-49.6% |
| Participation rate | 81.8% | 76.5%+5.3pp | 73.6%+8.3pp | 83.0%-1.2pp |
| Annual return | 4.43% | 75.60%-71.2pp | 62.18%-57.7pp | 41.45%-37.0pp |
| Employer contribution / active EE | $8,271 | $3,176+160.4% | $2,851+190.1% | $4,869+69.9% |
| Participant deferral / active EE | $8,436 | $3,901+116.2% | $3,517+139.9% | $5,287+59.6% |
| Admin fee / account holder | $16,146 | $5,263+206.8% | $4,510+258.0% | $10,132+59.4% |