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 | $101,150 | $60,349+67.6% | $74,183+36.4% | $62,891+60.8% |
| Participation rate | 70.4% | 72.7%-2.4pp | 76.6%-6.2pp | 69.3%+1.1pp |
| Annual return | 5.98% | 21.37%-15.4pp | 17.74%-11.8pp | 20.14%-14.2pp |
| Employer contribution / active EE | $1,011 | $1,680-39.8% | $2,370-57.3% | $2,281-55.7% |
| Participant deferral / active EE | $2,986 | $2,856+4.5% | $3,550-15.9% | $3,203-6.8% |
| Admin fee / account holder | $9,884 | $4,261+132.0% | $5,586+77.0% | $4,296+130.1% |