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 | $101,676 | $71,516+42.2% | $98,439+3.3% | $71,457+42.3% |
| Participation rate | 74.0% | 72.7%+1.3pp | 75.2%-1.1pp | 67.9%+6.1pp |
| Annual return | 17.23% | 32.41%-15.2pp | 21.16%-3.9pp | 28.85%-11.6pp |
| Employer contribution / active EE | $1,541 | $2,399-35.7% | $3,048-49.4% | $2,588-40.4% |
| Participant deferral / active EE | $3,267 | $4,109-20.5% | $4,738-31.1% | $4,289-23.8% |
| Admin fee / account holder | $10,250 | $1,675+512.0% | $8,948+14.6% | $1,587+545.7% |