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 | $123,010 | $73,981+66.3% | $105,722+16.4% | $62,891+95.6% |
| Participation rate | 87.5% | 71.7%+15.8pp | 78.9%+8.6pp | 69.3%+18.2pp |
| Annual return | 6.29% | 17.60%-11.3pp | 12.25%-6.0pp | 20.14%-13.9pp |
| Employer contribution / active EE | $2,674 | $2,856-6.4% | $4,079-34.4% | $2,281+17.2% |
| Participant deferral / active EE | $2,310 | $4,038-42.8% | $5,326-56.6% | $3,203-27.9% |
| Admin fee / account holder | $20,112 | $5,976+236.5% | $8,308+142.1% | $4,296+368.2% |