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 | $104,378 | $55,706+87.4% | $75,886+37.5% | $72,985+43.0% |
| Participation rate | 71.0% | 61.1%+9.9pp | 69.3%+1.7pp | 69.5%+1.5pp |
| Annual return | 24.06% | 27.59%-3.5pp | 30.76%-6.7pp | 81.00%-56.9pp |
| Employer contribution / active EE | $794 | $1,687-52.9% | $2,500-68.3% | $2,440-67.5% |
| Participant deferral / active EE | $3,387 | $2,634+28.6% | $3,603-6.0% | $3,607-6.1% |
| Admin fee / account holder | $11,830 | $3,978+197.4% | $5,418+118.3% | $5,124+130.9% |