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 | $99,170 | $80,673+22.9% | $101,326-2.1% | $84,808+16.9% |
| Participation rate | 74.0% | 77.8%-3.8pp | 81.5%-7.5pp | 68.3%+5.7pp |
| Annual return | 16.90% | 38.95%-22.1pp | 36.82%-19.9pp | 40.90%-24.0pp |
| Employer contribution / active EE | $3,105 | $2,698+15.1% | $3,665-15.3% | $2,631+18.0% |
| Participant deferral / active EE | $6,324 | $6,840-7.5% | $7,994-20.9% | $4,212+50.2% |
| Admin fee / account holder | $12,306 | $12,784-3.7% | $11,185+10.0% | $7,344+67.6% |