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 | $120,686 | $81,248+48.5% | $155,509-22.4% | $80,856+49.3% |
| Participation rate | 80.0% | 66.2%+13.8pp | 78.2%+1.8pp | 67.6%+12.4pp |
| Annual return | 13.84% | 33.31%-19.5pp | 64.67%-50.8pp | 35.59%-21.8pp |
| Employer contribution / active EE | $2,237 | $3,100-27.9% | $4,672-52.1% | $2,755-18.8% |
| Participant deferral / active EE | $4,023 | $3,452+16.6% | $5,626-28.5% | $4,296-6.4% |
| Admin fee / account holder | $2,518 | $7,997-68.5% | $15,912-84.2% | $6,918-63.6% |