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 | $95,368 | $86,929+9.7% | $102,423-6.9% | $80,856+17.9% |
| Participation rate | 78.4% | 72.4%+6.1pp | 76.5%+1.9pp | 67.6%+10.8pp |
| Annual return | 17.48% | 18.88%-1.4pp | 29.32%-11.8pp | 35.59%-18.1pp |
| Employer contribution / active EE | $1,472 | $2,369-37.9% | $3,023-51.3% | $2,755-46.6% |
| Participant deferral / active EE | $3,371 | $4,118-18.1% | $5,053-33.3% | $4,296-21.5% |
| Admin fee / account holder | $3,658 | $8,049-54.6% | $9,451-61.3% | $6,918-47.1% |