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 | $100,466 | $83,477+20.4% | $125,175-19.7% | $72,985+37.7% |
| Participation rate | 70.1% | 73.3%-3.2pp | 79.8%-9.6pp | 69.5%+0.7pp |
| Annual return | 22.95% | 25.78%-2.8pp | 43.79%-20.8pp | 81.00%-58.1pp |
| Employer contribution / active EE | $1,649 | $2,345-29.7% | $3,865-57.3% | $2,440-32.4% |
| Participant deferral / active EE | $6,314 | $3,585+76.1% | $4,937+27.9% | $3,607+75.0% |
| Admin fee / account holder | $22,297 | $5,517+304.1% | $9,702+129.8% | $5,124+335.1% |