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 | $96,443 | $90,503+6.6% | $78,689+22.6% | $273,961-64.8% |
| Participation rate | 83.3% | 76.5%+6.8pp | 73.6%+9.8pp | 83.0%+0.3pp |
| Annual return | 7.54% | 75.60%-68.1pp | 62.18%-54.6pp | 41.45%-33.9pp |
| Employer contribution / active EE | $771 | $3,176-75.7% | $2,851-73.0% | $4,869-84.2% |
| Participant deferral / active EE | $4,977 | $3,901+27.6% | $3,517+41.5% | $5,287-5.9% |
| Admin fee / account holder | $10,997 | $5,263+108.9% | $4,510+143.8% | $10,132+8.5% |