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 | $115,103 | $90,503+27.2% | $78,689+46.3% | $273,961-58.0% |
| Participation rate | 90.9% | 76.5%+14.4pp | 73.6%+17.3pp | 83.0%+7.9pp |
| Annual return | 8.30% | 75.60%-67.3pp | 62.18%-53.9pp | 41.45%-33.2pp |
| Employer contribution / active EE | $2,218 | $3,176-30.2% | $2,851-22.2% | $4,869-54.4% |
| Participant deferral / active EE | $4,842 | $3,901+24.1% | $3,517+37.7% | $5,287-8.4% |
| Admin fee / account holder | $11,911 | $5,263+126.3% | $4,510+164.1% | $10,132+17.6% |