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 | $136,279 | $82,882+64.4% | $127,761+6.7% | $72,985+86.7% |
| Participation rate | 100.0% | 71.5%+28.5pp | 79.0%+21.0pp | 69.5%+30.5pp |
| Annual return | 18.59% | 32.20%-13.6pp | 26.14%-7.5pp | 81.00%-62.4pp |
| Employer contribution / active EE | $2,507 | $3,346-25.1% | $4,574-45.2% | $2,440+2.7% |
| Participant deferral / active EE | $5,801 | $4,791+21.1% | $6,021-3.7% | $3,607+60.8% |
| Admin fee / account holder | $4,019 | $6,487-38.0% | $9,395-57.2% | $5,124-21.6% |