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 | $129,946 | $95,803+35.6% | $113,168+14.8% | $84,808+53.2% |
| Participation rate | 89.1% | 72.9%+16.3pp | 76.6%+12.6pp | 68.3%+20.8pp |
| Annual return | 19.91% | 25.00%-5.1pp | 24.27%-4.4pp | 40.90%-21.0pp |
| Employer contribution / active EE | $1,855 | $2,360-21.4% | $2,975-37.7% | $2,631-29.5% |
| Participant deferral / active EE | $6,338 | $4,242+49.4% | $5,107+24.1% | $4,212+50.5% |
| Admin fee / account holder | $19,329 | $8,989+115.0% | $12,068+60.2% | $7,344+163.2% |