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 | $94,785 | $90,503+4.7% | $78,689+20.5% | $273,961-65.4% |
| Participation rate | 85.7% | 76.5%+9.2pp | 73.6%+12.2pp | 83.0%+2.7pp |
| Annual return | 4.01% | 75.60%-71.6pp | 62.18%-58.2pp | 41.45%-37.4pp |
| Employer contribution / active EE | $5,042 | $3,176+58.8% | $2,851+76.9% | $4,869+3.6% |
| Participant deferral / active EE | $4,571 | $3,901+17.2% | $3,517+30.0% | $5,287-13.5% |
| Admin fee / account holder | $643 | $5,263-87.8% | $4,510-85.8% | $10,132-93.7% |