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 | $73,102 | $51,175+42.8% | $70,515+3.7% | $75,163-2.7% |
| Participation rate | 96.9% | 60.9%+35.9pp | 68.3%+28.5pp | 67.2%+29.7pp |
| Annual return | 14.61% | 30.02%-15.4pp | 32.77%-18.2pp | 160.62%-146.0pp |
| Employer contribution / active EE | $5,119 | $1,826+180.3% | $2,973+72.2% | $2,670+91.7% |
| Participant deferral / active EE | $2,200 | $2,849-22.8% | $4,567-51.8% | $4,125-46.7% |
| Admin fee / account holder | $3,697 | $4,091-9.6% | $6,412-42.3% | $5,651-34.6% |