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 | $99,125 | $68,719+44.2% | $91,541+8.3% | $84,808+16.9% |
| Participation rate | 73.0% | 64.5%+8.5pp | 69.8%+3.2pp | 68.3%+4.7pp |
| Annual return | 18.27% | 19.12%-0.9pp | 20.50%-2.2pp | 40.90%-22.6pp |
| Employer contribution / active EE | $1,995 | $1,920+3.9% | $2,505-20.4% | $2,631-24.2% |
| Participant deferral / active EE | $3,508 | $3,136+11.9% | $4,008-12.5% | $4,212-16.7% |
| Admin fee / account holder | $3,351 | $5,786-42.1% | $6,956-51.8% | $7,344-54.4% |