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 | $140,316 | $123,793+13.3% | $177,821-21.1% | $79,858+75.7% |
| Participation rate | 92.1% | 84.7%+7.4pp | 87.7%+4.4pp | 69.6%+22.5pp |
| Annual return | 12.74% | 22.82%-10.1pp | 48.32%-35.6pp | 31.71%-19.0pp |
| Employer contribution / active EE | $1,696 | $4,095-58.6% | $5,918-71.3% | $2,471-31.3% |
| Participant deferral / active EE | $4,958 | $5,956-16.8% | $7,714-35.7% | $3,740+32.6% |
| Admin fee / account holder | $6,930 | $7,243-4.3% | $12,427-44.2% | $5,306+30.6% |