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 3-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 | $116,445 | $100,326+16.1% | $180,183-35.4% | $84,808+37.3% |
| Participation rate | 97.4% | 71.0%+26.4pp | 77.4%+20.0pp | 68.3%+29.1pp |
| Annual return | 16.39% | 17.86%-1.5pp | 27.86%-11.5pp | 40.90%-24.5pp |
| Employer contribution / active EE | $4,106 | $3,269+25.6% | $5,039-18.5% | $2,631+56.0% |
| Participant deferral / active EE | $8,234 | $5,066+62.5% | $6,822+20.7% | $4,212+95.5% |
| Admin fee / account holder | $6,810 | $9,674-29.6% | $19,975-65.9% | $7,344-7.3% |