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 | $98,442 | $135,952-27.6% | $123,892-20.5% | $273,961-64.1% |
| Participation rate | 91.7% | 84.1%+7.6pp | 81.4%+10.3pp | 83.0%+8.7pp |
| Annual return | 6.19% | 56.63%-50.4pp | 47.52%-41.3pp | 41.45%-35.3pp |
| Employer contribution / active EE | $1,110 | $5,170-78.5% | $4,617-75.9% | $4,869-77.2% |
| Participant deferral / active EE | $6,418 | $6,343+1.2% | $5,984+7.3% | $5,287+21.4% |
| Admin fee / account holder | $5,216 | $9,817-46.9% | $8,357-37.6% | $10,132-48.5% |