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 | $98,407 | $91,019+8.1% | $392,568-74.9% | $72,985+34.8% |
| Participation rate | 80.3% | 74.4%+5.9pp | 78.1%+2.2pp | 69.5%+10.8pp |
| Annual return | 21.57% | 20.00%+1.6pp | 24.42%-2.9pp | 81.00%-59.4pp |
| Employer contribution / active EE | $1,700 | $2,751-38.2% | $3,783-55.1% | $2,440-30.3% |
| Participant deferral / active EE | $8,127 | $4,570+77.8% | $5,985+35.8% | $3,607+125.3% |
| Admin fee / account holder | $1,450 | $4,895-70.4% | $6,260-76.8% | $5,124-71.7% |