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 | $114,795 | $64,480+78.0% | $81,382+41.1% | $80,856+42.0% |
| Participation rate | 81.6% | 63.9%+17.7pp | 69.5%+12.1pp | 67.6%+13.9pp |
| Annual return | 13.27% | 16.34%-3.1pp | 24.73%-11.5pp | 35.59%-22.3pp |
| Employer contribution / active EE | $2,429 | $1,978+22.8% | $2,463-1.4% | $2,755-11.8% |
| Participant deferral / active EE | $7,300 | $3,094+136.0% | $3,883+88.0% | $4,296+69.9% |
| Admin fee / account holder | $3,465 | $5,671-38.9% | $5,768-39.9% | $6,918-49.9% |