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 | $107,424 | $74,927+43.4% | $101,794+5.5% | $84,808+26.7% |
| Participation rate | 89.7% | 61.4%+28.3pp | 69.2%+20.5pp | 68.3%+21.3pp |
| Annual return | 12.58% | 18.70%-6.1pp | 30.53%-17.9pp | 40.90%-28.3pp |
| Employer contribution / active EE | $1,147 | $1,522-24.7% | $2,289-49.9% | $2,631-56.4% |
| Participant deferral / active EE | $3,195 | $3,099+3.1% | $4,084-21.8% | $4,212-24.1% |
| Admin fee / account holder | $6,567 | $6,514+0.8% | $8,777-25.2% | $7,344-10.6% |