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 | $126,560 | $80,717+56.8% | $154,803-18.2% | $84,808+49.2% |
| Participation rate | 91.7% | 66.8%+24.9pp | 78.1%+13.6pp | 68.3%+23.4pp |
| Annual return | 16.99% | 37.96%-21.0pp | 58.88%-41.9pp | 40.90%-23.9pp |
| Employer contribution / active EE | $2,461 | $2,761-10.9% | $4,305-42.8% | $2,631-6.5% |
| Participant deferral / active EE | $5,045 | $3,303+52.7% | $5,540-8.9% | $4,212+19.8% |
| Admin fee / account holder | $1,858 | $6,746-72.5% | $14,329-87.0% | $7,344-74.7% |