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 | $196,826 | $135,952+44.8% | $123,892+58.9% | $273,961-28.2% |
| Participation rate | 94.4% | 84.1%+10.4pp | 81.4%+13.0pp | 83.0%+11.4pp |
| Annual return | 5.95% | 56.63%-50.7pp | 47.52%-41.6pp | 41.45%-35.5pp |
| Employer contribution / active EE | $2,248 | $5,170-56.5% | $4,617-51.3% | $4,869-53.8% |
| Participant deferral / active EE | $5,625 | $6,343-11.3% | $5,984-6.0% | $5,287+6.4% |
| Admin fee / account holder | $20,120 | $9,817+104.9% | $8,357+140.8% | $10,132+98.6% |