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 | $104,308 | $83,477+25.0% | $125,175-16.7% | $72,985+42.9% |
| Participation rate | 75.7% | 73.3%+2.4pp | 79.8%-4.1pp | 69.5%+6.2pp |
| Annual return | 20.80% | 25.78%-5.0pp | 43.79%-23.0pp | 81.00%-60.2pp |
| Employer contribution / active EE | $2,920 | $2,345+24.5% | $3,865-24.4% | $2,440+19.7% |
| Participant deferral / active EE | $6,768 | $3,585+88.8% | $4,937+37.1% | $3,607+87.6% |
| Admin fee / account holder | $1,134 | $5,517-79.4% | $9,702-88.3% | $5,124-77.9% |