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 | $102,516 | $99,341+3.2% | $84,750+21.0% | $273,961-62.6% |
| Participation rate | 94.1% | 80.7%+13.4pp | 76.6%+17.5pp | 83.0%+11.1pp |
| Annual return | 8.66% | 22.93%-14.3pp | 22.78%-14.1pp | 41.45%-32.8pp |
| Employer contribution / active EE | $2,644 | $4,214-37.2% | $3,574-26.0% | $4,869-45.7% |
| Participant deferral / active EE | $6,953 | $4,269+62.9% | $3,712+87.3% | $5,287+31.5% |
| Admin fee / account holder | $20,026 | $6,644+201.4% | $5,332+275.6% | $10,132+97.7% |