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 | $92,145 | $67,606+36.3% | $82,313+11.9% | $70,131+31.4% |
| Participation rate | 91.3% | 72.8%+18.5pp | 76.9%+14.4pp | 69.5%+21.8pp |
| Annual return | 18.94% | 21.57%-2.6pp | 25.88%-6.9pp | 73.14%-54.2pp |
| Employer contribution / active EE | $1,385 | $1,755-21.1% | $2,428-43.0% | $2,342-40.9% |
| Participant deferral / active EE | $3,262 | $2,987+9.2% | $3,706-12.0% | $3,332-2.1% |
| Admin fee / account holder | $349 | $4,512-92.3% | $5,608-93.8% | $4,645-92.5% |