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 | $116,635 | $101,724+14.7% | $164,813-29.2% | $80,856+44.2% |
| Participation rate | 70.4% | 71.8%-1.5pp | 78.6%-8.2pp | 67.6%+2.7pp |
| Annual return | 16.10% | 16.72%-0.6pp | 69.93%-53.8pp | 35.59%-19.5pp |
| Employer contribution / active EE | $1,455 | $2,953-50.7% | $4,341-66.5% | $2,755-47.2% |
| Participant deferral / active EE | $4,880 | $4,477+9.0% | $6,031-19.1% | $4,296+13.6% |
| Admin fee / account holder | $11,376 | $8,227+38.3% | $12,690-10.4% | $6,918+64.4% |