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 | $126,492 | $99,341+27.3% | $84,750+49.3% | $273,961-53.8% |
| Participation rate | 94.4% | 80.7%+13.8pp | 76.6%+17.9pp | 83.0%+11.4pp |
| Annual return | 5.95% | 22.93%-17.0pp | 22.78%-16.8pp | 41.45%-35.5pp |
| Employer contribution / active EE | $2,480 | $4,214-41.2% | $3,574-30.6% | $4,869-49.1% |
| Participant deferral / active EE | $7,148 | $4,269+67.4% | $3,712+92.6% | $5,287+35.2% |
| Admin fee / account holder | $1,539 | $6,644-76.8% | $5,332-71.1% | $10,132-84.8% |