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 | $120,200 | $92,222+30.3% | $76,768+56.6% | $135,375-11.2% |
| Participation rate | 80.0% | 79.8%+0.2pp | 77.0%+3.0pp | 82.6%-2.6pp |
| Annual return | 7.18% | 5.46%+1.7pp | 2.43%+4.8pp | 519.73%-512.6pp |
| Employer contribution / active EE | $1,024 | $3,216-68.2% | $2,485-58.8% | $4,779-78.6% |
| Participant deferral / active EE | $3,992 | $4,509-11.5% | $3,852+3.6% | $5,609-28.8% |
| Admin fee / account holder | $14,960 | $10,748+39.2% | $6,675+124.1% | $10,827+38.2% |