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 | $94,928 | $81,460+16.5% | $103,333-8.1% | $80,856+17.4% |
| Participation rate | 70.4% | 66.8%+3.5pp | 74.5%-4.1pp | 67.6%+2.7pp |
| Annual return | 22.87% | 25.55%-2.7pp | 24.88%-2.0pp | 35.59%-12.7pp |
| Employer contribution / active EE | $2,791 | $3,105-10.1% | $3,868-27.8% | $2,755+1.3% |
| Participant deferral / active EE | $5,297 | $3,869+36.9% | $5,057+4.7% | $4,296+23.3% |
| Admin fee / account holder | $26,186 | $6,566+298.8% | $8,355+213.4% | $6,918+278.5% |