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 | $100,218 | $88,707+13.0% | $74,183+35.1% | $273,961-63.4% |
| Participation rate | 88.9% | 79.4%+9.4pp | 76.6%+12.3pp | 83.0%+5.9pp |
| Annual return | 5.39% | 11.94%-6.6pp | 17.74%-12.3pp | 41.45%-36.1pp |
| Employer contribution / active EE | $1,025 | $3,159-67.5% | $2,370-56.7% | $4,869-78.9% |
| Participant deferral / active EE | $8,533 | $4,212+102.6% | $3,550+140.4% | $5,287+61.4% |
| Admin fee / account holder | $6,250 | $8,717-28.3% | $5,586+11.9% | $10,132-38.3% |