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 | $122,964 | $90,503+35.9% | $78,689+56.3% | $273,961-55.1% |
| Participation rate | 95.5% | 76.5%+18.9pp | 73.6%+21.9pp | 83.0%+12.4pp |
| Annual return | 6.96% | 75.60%-68.6pp | 62.18%-55.2pp | 41.45%-34.5pp |
| Employer contribution / active EE | $6,533 | $3,176+105.7% | $2,851+129.2% | $4,869+34.2% |
| Participant deferral / active EE | $4,611 | $3,901+18.2% | $3,517+31.1% | $5,287-12.8% |
| Admin fee / account holder | $13,580 | $5,263+158.0% | $4,510+201.1% | $10,132+34.0% |