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 | $110,338 | $93,071+18.6% | $74,583+47.9% | $273,961-59.7% |
| Participation rate | 83.3% | 74.9%+8.4pp | 68.1%+15.2pp | 83.0%+0.3pp |
| Annual return | 7.95% | 26.18%-18.2pp | 20.47%-12.5pp | 41.45%-33.5pp |
| Employer contribution / active EE | $1,387 | $3,160-56.1% | $2,525-45.1% | $4,869-71.5% |
| Participant deferral / active EE | $5,934 | $4,160+42.6% | $3,458+71.6% | $5,287+12.2% |
| Admin fee / account holder | $837 | $5,272-84.1% | $4,138-79.8% | $10,132-91.7% |