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 | $106,502 | $63,355+68.1% | $91,989+15.8% | $72,985+45.9% |
| Participation rate | 91.9% | 72.5%+19.4pp | 78.6%+13.3pp | 69.5%+22.4pp |
| Annual return | 26.62% | 35.35%-8.7pp | 69.02%-42.4pp | 81.00%-54.4pp |
| Employer contribution / active EE | $3,411 | $2,116+61.2% | $3,452-1.2% | $2,440+39.8% |
| Participant deferral / active EE | $6,891 | $4,883+41.1% | $5,923+16.3% | $3,607+91.0% |
| Admin fee / account holder | $5,873 | $4,668+25.8% | $7,743-24.1% | $5,124+14.6% |