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 | $96,405 | $90,503+6.5% | $78,689+22.5% | $273,961-64.8% |
| Participation rate | 95.2% | 76.5%+18.7pp | 73.6%+21.7pp | 83.0%+12.2pp |
| Annual return | 4.50% | 75.60%-71.1pp | 62.18%-57.7pp | 41.45%-37.0pp |
| Employer contribution / active EE | $3,095 | $3,176-2.5% | $2,851+8.6% | $4,869-36.4% |
| Participant deferral / active EE | $1,075 | $3,901-72.4% | $3,517-69.4% | $5,287-79.7% |
| Admin fee / account holder | $2,339 | $5,263-55.6% | $4,510-48.1% | $10,132-76.9% |