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 | $99,319 | $78,520+26.5% | $96,576+2.8% | $82,448+20.5% |
| Participation rate | 79.3% | 77.7%+1.6pp | 81.4%-2.1pp | 68.1%+11.2pp |
| Annual return | 15.88% | 41.30%-25.4pp | 38.47%-22.6pp | 41.64%-25.8pp |
| Employer contribution / active EE | $1,172 | $2,630-55.4% | $3,553-67.0% | $2,551-54.1% |
| Participant deferral / active EE | $4,962 | $6,754-26.5% | $7,956-37.6% | $4,139+19.9% |
| Admin fee / account holder | $2,262 | $13,455-83.2% | $11,381-80.1% | $7,234-68.7% |