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 | $130,450 | $93,071+40.2% | $74,583+74.9% | $273,961-52.4% |
| Participation rate | 94.7% | 74.9%+19.8pp | 68.1%+26.6pp | 83.0%+11.7pp |
| Annual return | 7.73% | 26.18%-18.5pp | 20.47%-12.7pp | 41.45%-33.7pp |
| Employer contribution / active EE | $1,362 | $3,160-56.9% | $2,525-46.1% | $4,869-72.0% |
| Participant deferral / active EE | $3,481 | $4,160-16.3% | $3,458+0.7% | $5,287-34.2% |
| Admin fee / account holder | $34,515 | $5,272+554.6% | $4,138+734.1% | $10,132+240.7% |