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 | $113,079 | $87,733+28.9% | $106,548+6.1% | $85,850+31.7% |
| Participation rate | 78.6% | 71.9%+6.6pp | 76.1%+2.4pp | 69.3%+9.3pp |
| Annual return | 15.24% | 21.86%-6.6pp | 26.80%-11.6pp | 318.53%-303.3pp |
| Employer contribution / active EE | $1,524 | $2,073-26.5% | $2,819-45.9% | $2,565-40.6% |
| Participant deferral / active EE | $3,316 | $3,469-4.4% | $4,398-24.6% | $3,952-16.1% |
| Admin fee / account holder | $8,545 | $6,767+26.3% | $7,407+15.4% | $6,260+36.5% |