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 | $122,784 | $90,503+35.7% | $78,689+56.0% | $273,961-55.2% |
| Participation rate | 88.2% | 76.5%+11.7pp | 73.6%+14.7pp | 83.0%+5.2pp |
| Annual return | 9.19% | 75.60%-66.4pp | 62.18%-53.0pp | 41.45%-32.3pp |
| Employer contribution / active EE | $1,866 | $3,176-41.2% | $2,851-34.5% | $4,869-61.7% |
| Participant deferral / active EE | $2,970 | $3,901-23.9% | $3,517-15.5% | $5,287-43.8% |
| Admin fee / account holder | $16,517 | $5,263+213.8% | $4,510+266.2% | $10,132+63.0% |