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 | $99,867 | $90,503+10.3% | $78,689+26.9% | $273,961-63.5% |
| Participation rate | 91.7% | 76.5%+15.1pp | 73.6%+18.1pp | 83.0%+8.7pp |
| Annual return | 7.00% | 75.60%-68.6pp | 62.18%-55.2pp | 41.45%-34.4pp |
| Employer contribution / active EE | $2,331 | $3,176-26.6% | $2,851-18.2% | $4,869-52.1% |
| Participant deferral / active EE | $3,948 | $3,901+1.2% | $3,517+12.3% | $5,287-25.3% |
| Admin fee / account holder | $32,131 | $5,263+510.5% | $4,510+612.4% | $10,132+217.1% |