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 5-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 | $98,552 | $86,929+13.4% | $102,423-3.8% | $80,856+21.9% |
| Participation rate | 80.7% | 72.4%+8.3pp | 76.5%+4.2pp | 67.6%+13.1pp |
| Annual return | 15.26% | 18.88%-3.6pp | 29.32%-14.1pp | 35.59%-20.3pp |
| Employer contribution / active EE | $1,306 | $2,369-44.9% | $3,023-56.8% | $2,755-52.6% |
| Participant deferral / active EE | $5,997 | $4,118+45.6% | $5,053+18.7% | $4,296+39.6% |
| Admin fee / account holder | $8,303 | $8,049+3.2% | $9,451-12.1% | $6,918+20.0% |