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 | $114,776 | $88,707+29.4% | $74,183+54.7% | $273,961-58.1% |
| Participation rate | 81.3% | 79.4%+1.8pp | 76.6%+4.6pp | 83.0%-1.8pp |
| Annual return | 8.15% | 11.94%-3.8pp | 17.74%-9.6pp | 41.45%-33.3pp |
| Employer contribution / active EE | $1,400 | $3,159-55.7% | $2,370-40.9% | $4,869-71.2% |
| Participant deferral / active EE | $6,557 | $4,212+55.7% | $3,550+84.7% | $5,287+24.0% |
| Admin fee / account holder | $10,524 | $8,717+20.7% | $5,586+88.4% | $10,132+3.9% |