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 | $116,497 | $90,503+28.7% | $78,689+48.0% | $273,961-57.5% |
| Participation rate | 83.3% | 76.5%+6.8pp | 73.6%+9.8pp | 83.0%+0.3pp |
| Annual return | 2.90% | 75.60%-72.7pp | 62.18%-59.3pp | 41.45%-38.5pp |
| Employer contribution / active EE | $2,778 | $3,176-12.5% | $2,851-2.6% | $4,869-42.9% |
| Participant deferral / active EE | $4,723 | $3,901+21.1% | $3,517+34.3% | $5,287-10.7% |
| Admin fee / account holder | $11,004 | $5,263+109.1% | $4,510+144.0% | $10,132+8.6% |