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 | $106,596 | $81,248+31.2% | $155,509-31.5% | $80,856+31.8% |
| Participation rate | 93.3% | 66.2%+27.1pp | 78.2%+15.1pp | 67.6%+25.7pp |
| Annual return | 17.52% | 33.31%-15.8pp | 64.67%-47.1pp | 35.59%-18.1pp |
| Employer contribution / active EE | $2,820 | $3,100-9.1% | $4,672-39.7% | $2,755+2.4% |
| Participant deferral / active EE | $6,572 | $3,452+90.4% | $5,626+16.8% | $4,296+53.0% |
| Admin fee / account holder | $968 | $7,997-87.9% | $15,912-93.9% | $6,918-86.0% |