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 | $105,712 | $76,552+38.1% | $123,892-14.7% | $62,891+68.1% |
| Participation rate | 87.5% | 73.0%+14.5pp | 81.4%+6.1pp | 69.3%+18.2pp |
| Annual return | 7.14% | 18.68%-11.5pp | 47.52%-40.4pp | 20.14%-13.0pp |
| Employer contribution / active EE | $2,130 | $2,883-26.1% | $4,617-53.9% | $2,281-6.6% |
| Participant deferral / active EE | $4,178 | $4,840-13.7% | $5,984-30.2% | $3,203+30.4% |
| Admin fee / account holder | $3,983 | $4,826-17.5% | $8,357-52.3% | $4,296-7.3% |