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 | $124,212 | $76,552+62.3% | $123,892+0.3% | $62,891+97.5% |
| Participation rate | 97.8% | 73.0%+24.8pp | 81.4%+16.4pp | 69.3%+28.5pp |
| Annual return | 6.99% | 18.68%-11.7pp | 47.52%-40.5pp | 20.14%-13.2pp |
| Employer contribution / active EE | $2,345 | $2,883-18.6% | $4,617-49.2% | $2,281+2.8% |
| Participant deferral / active EE | $4,864 | $4,840+0.5% | $5,984-18.7% | $3,203+51.9% |
| Admin fee / account holder | $10,350 | $4,826+114.5% | $8,357+23.8% | $4,296+140.9% |