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 | $90,950 | $90,503+0.5% | $78,689+15.6% | $273,961-66.8% |
| Participation rate | 85.7% | 76.5%+9.2pp | 73.6%+12.2pp | 83.0%+2.7pp |
| Annual return | 10.43% | 75.60%-65.2pp | 62.18%-51.7pp | 41.45%-31.0pp |
| Employer contribution / active EE | $1,435 | $3,176-54.8% | $2,851-49.7% | $4,869-70.5% |
| Participant deferral / active EE | $4,547 | $3,901+16.5% | $3,517+29.3% | $5,287-14.0% |
| Admin fee / account holder | $417 | $5,263-92.1% | $4,510-90.7% | $10,132-95.9% |