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 | $119,128 | $130,194-8.5% | $169,993-29.9% | $71,457+66.7% |
| Participation rate | 93.3% | 86.1%+7.2pp | 87.0%+6.3pp | 67.9%+25.4pp |
| Annual return | 17.21% | 20.37%-3.2pp | 53.37%-36.2pp | 28.85%-11.6pp |
| Employer contribution / active EE | $1,738 | $4,381-60.3% | $6,785-74.4% | $2,588-32.8% |
| Participant deferral / active EE | $5,234 | $6,923-24.4% | $10,408-49.7% | $4,289+22.0% |
| Admin fee / account holder | $3,803 | $966+293.8% | $12,815-70.3% | $1,587+139.6% |