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 | $117,633 | $79,944+47.1% | $98,439+19.5% | $75,163+56.5% |
| Participation rate | 76.9% | 70.4%+6.6pp | 75.2%+1.8pp | 67.2%+9.7pp |
| Annual return | 15.26% | 19.75%-4.5pp | 21.16%-5.9pp | 160.62%-145.4pp |
| Employer contribution / active EE | $1,662 | $2,264-26.6% | $3,048-45.5% | $2,670-37.8% |
| Participant deferral / active EE | $5,460 | $3,752+45.5% | $4,738+15.2% | $4,125+32.4% |
| Admin fee / account holder | $1,618 | $6,840-76.3% | $8,948-81.9% | $5,651-71.4% |