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 | $104,746 | $90,503+15.7% | $78,689+33.1% | $273,961-61.8% |
| Participation rate | 82.4% | 76.5%+5.8pp | 73.6%+8.8pp | 83.0%-0.7pp |
| Annual return | 7.20% | 75.60%-68.4pp | 62.18%-55.0pp | 41.45%-34.3pp |
| Employer contribution / active EE | $1,569 | $3,176-50.6% | $2,851-44.9% | $4,869-67.8% |
| Participant deferral / active EE | $5,312 | $3,901+36.2% | $3,517+51.0% | $5,287+0.5% |
| Admin fee / account holder | $8,227 | $5,263+56.3% | $4,510+82.4% | $10,132-18.8% |