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 | $114,441 | $85,022+34.6% | $70,515+62.3% | $139,434-17.9% |
| Participation rate | 95.2% | 73.9%+21.3pp | 68.3%+26.9pp | 80.3%+14.9pp |
| Annual return | 24.41% | 30.38%-6.0pp | 32.77%-8.4pp | 372.94%-348.5pp |
| Employer contribution / active EE | $2,995 | $3,909-23.4% | $2,973+0.7% | $4,751-37.0% |
| Participant deferral / active EE | $5,278 | $5,890-10.4% | $4,567+15.6% | $6,710-21.3% |
| Admin fee / account holder | $7,043 | $8,906-20.9% | $6,412+9.8% | $11,403-38.2% |