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 | $109,199 | $70,475+54.9% | $100,516+8.6% | $79,858+36.7% |
| Participation rate | 72.6% | 73.7%-1.1pp | 79.4%-6.8pp | 69.6%+2.9pp |
| Annual return | 15.26% | 21.90%-6.6pp | 30.89%-15.6pp | 31.71%-16.5pp |
| Employer contribution / active EE | $1,222 | $2,165-43.5% | $3,418-64.2% | $2,471-50.5% |
| Participant deferral / active EE | $2,679 | $5,181-48.3% | $6,270-57.3% | $3,740-28.4% |
| Admin fee / account holder | $21,596 | $4,478+382.2% | $8,081+167.2% | $5,306+307.0% |