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 | $92,783 | $67,606+37.2% | $82,313+12.7% | $70,131+32.3% |
| Participation rate | 71.2% | 72.8%-1.5pp | 76.9%-5.7pp | 69.5%+1.7pp |
| Annual return | 14.92% | 21.57%-6.7pp | 25.88%-11.0pp | 73.14%-58.2pp |
| Employer contribution / active EE | $1,395 | $1,755-20.5% | $2,428-42.5% | $2,342-40.4% |
| Participant deferral / active EE | $2,716 | $2,987-9.1% | $3,706-26.7% | $3,332-18.5% |
| Admin fee / account holder | $2,718 | $4,512-39.8% | $5,608-51.5% | $4,645-41.5% |