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 | $141,127 | $76,552+84.4% | $123,892+13.9% | $62,891+124.4% |
| Participation rate | 96.8% | 73.0%+23.8pp | 81.4%+15.4pp | 69.3%+27.5pp |
| Annual return | 5.97% | 18.68%-12.7pp | 47.52%-41.5pp | 20.14%-14.2pp |
| Employer contribution / active EE | $3,132 | $2,883+8.7% | $4,617-32.2% | $2,281+37.3% |
| Participant deferral / active EE | $12,478 | $4,840+157.8% | $5,984+108.5% | $3,203+289.6% |
| Admin fee / account holder | $1,678 | $4,826-65.2% | $8,357-79.9% | $4,296-60.9% |