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 | $69,184 | $48,076+43.9% | $78,689-12.1% | $62,891+10.0% |
| Participation rate | 97.3% | 65.2%+32.1pp | 73.6%+23.7pp | 69.3%+28.0pp |
| Annual return | 8.49% | 31.35%-22.9pp | 62.18%-53.7pp | 20.14%-11.7pp |
| Employer contribution / active EE | $2,636 | $2,015+30.9% | $2,851-7.5% | $2,281+15.6% |
| Participant deferral / active EE | $3,313 | $2,588+28.0% | $3,517-5.8% | $3,203+3.4% |
| Admin fee / account holder | $1,156 | $3,207-64.0% | $4,510-74.4% | $4,296-73.1% |