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 | $115,452 | $76,367+51.2% | $93,606+23.3% | $72,985+58.2% |
| Participation rate | 97.0% | 71.7%+25.3pp | 75.8%+21.2pp | 69.5%+27.5pp |
| Annual return | 22.73% | 25.82%-3.1pp | 32.76%-10.0pp | 81.00%-58.3pp |
| Employer contribution / active EE | $1,897 | $2,275-16.6% | $2,718-30.2% | $2,440-22.2% |
| Participant deferral / active EE | $3,546 | $3,538+0.2% | $4,069-12.8% | $3,607-1.7% |
| Admin fee / account holder | $3,812 | $6,838-44.3% | $7,888-51.7% | $5,124-25.6% |