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 | $118,299 | $89,753+31.8% | $107,525+10.0% | $84,808+39.5% |
| Participation rate | 71.8% | 68.1%+3.7pp | 75.1%-3.3pp | 68.3%+3.5pp |
| Annual return | 15.11% | 29.48%-14.4pp | 181.32%-166.2pp | 40.90%-25.8pp |
| Employer contribution / active EE | $1,590 | $3,113-48.9% | $3,754-57.6% | $2,631-39.6% |
| Participant deferral / active EE | $6,311 | $4,056+55.6% | $5,116+23.4% | $4,212+49.9% |
| Admin fee / account holder | $7,621 | $7,222+5.5% | $8,919-14.6% | $7,344+3.8% |