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 | $82,117 | $57,065+43.9% | $75,670+8.5% | $70,131+17.1% |
| Participation rate | 75.9% | 68.1%+7.8pp | 72.3%+3.5pp | 69.5%+6.3pp |
| Annual return | 23.32% | 23.57%-0.2pp | 27.34%-4.0pp | 73.14%-49.8pp |
| Employer contribution / active EE | $1,060 | $1,817-41.7% | $2,352-54.9% | $2,342-54.8% |
| Participant deferral / active EE | $3,084 | $2,580+19.6% | $3,142-1.8% | $3,332-7.4% |
| Admin fee / account holder | $21,006 | $3,825+449.2% | $5,800+262.2% | $4,645+352.2% |