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 | $128,327 | $138,562-7.4% | $246,525-47.9% | $116,875+9.8% |
| Participation rate | 98.8% | 72.8%+26.0pp | 82.0%+16.9pp | 74.5%+24.3pp |
| Annual return | 22.40% | 16.14%+6.3pp | 0.46%+21.9pp | 16.29%+6.1pp |
| Employer contribution / active EE | $4,384 | $4,835-9.3% | $7,467-41.3% | $3,288+33.4% |
| Participant deferral / active EE | $5,890 | $4,207+40.0% | $5,422+8.6% | $3,885+51.6% |
| Admin fee / account holder | $8,762 | $18,110-51.6% | $16,551-47.1% | $12,263-28.5% |