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 | $83,836 | $54,762+53.1% | $90,281-7.1% | $72,985+14.9% |
| Participation rate | 92.3% | 65.1%+27.2pp | 73.3%+19.0pp | 69.5%+22.8pp |
| Annual return | 23.71% | 30.63%-6.9pp | 78.10%-54.4pp | 81.00%-57.3pp |
| Employer contribution / active EE | $1,490 | $2,092-28.8% | $2,854-47.8% | $2,440-38.9% |
| Participant deferral / active EE | $3,118 | $2,887+8.0% | $3,885-19.8% | $3,607-13.6% |
| Admin fee / account holder | $3,344 | $3,972-15.8% | $5,351-37.5% | $5,124-34.7% |