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 | $113,533 | $65,395+73.6% | $182,532-37.8% | $72,985+55.6% |
| Participation rate | 76.0% | 65.4%+10.6pp | 78.0%-2.0pp | 69.5%+6.5pp |
| Annual return | 19.05% | 27.68%-8.6pp | 148.54%-129.5pp | 81.00%-62.0pp |
| Employer contribution / active EE | $2,029 | $1,911+6.2% | $4,076-50.2% | $2,440-16.8% |
| Participant deferral / active EE | $3,809 | $3,563+6.9% | $5,524-31.0% | $3,607+5.6% |
| Admin fee / account holder | $771 | $4,245-81.8% | $8,592-91.0% | $5,124-85.0% |