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 | $84,294 | $54,762+53.9% | $90,281-6.6% | $72,985+15.5% |
| Participation rate | 97.3% | 65.1%+32.2pp | 73.3%+24.0pp | 69.5%+27.8pp |
| Annual return | 25.40% | 30.63%-5.2pp | 78.10%-52.7pp | 81.00%-55.6pp |
| Employer contribution / active EE | $3,600 | $2,092+72.0% | $2,854+26.1% | $2,440+47.5% |
| Participant deferral / active EE | $6,862 | $2,887+137.7% | $3,885+76.6% | $3,607+90.2% |
| Admin fee / account holder | $4,104 | $3,972+3.3% | $5,351-23.3% | $5,124-19.9% |