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 | $113,390 | $72,492+56.4% | $87,100+30.2% | $72,985+55.4% |
| Participation rate | 75.0% | 72.8%+2.2pp | 76.9%-1.9pp | 69.5%+5.5pp |
| Annual return | 20.97% | 24.46%-3.5pp | 28.19%-7.2pp | 81.00%-60.0pp |
| Employer contribution / active EE | $1,407 | $1,894-25.7% | $2,521-44.2% | $2,440-42.3% |
| Participant deferral / active EE | $3,154 | $3,270-3.5% | $4,049-22.1% | $3,607-12.6% |
| Admin fee / account holder | $6,167 | $5,055+22.0% | $7,497-17.7% | $5,124+20.3% |