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 | $103,724 | $62,586+65.7% | $76,768+35.1% | $64,186+61.6% |
| Participation rate | 85.7% | 72.8%+12.9pp | 77.0%+8.8pp | 69.6%+16.1pp |
| Annual return | 6.34% | -1.95%+8.3pp | 2.43%+3.9pp | 7.63%-1.3pp |
| Employer contribution / active EE | $2,107 | $1,832+15.0% | $2,485-15.2% | $2,381-11.5% |
| Participant deferral / active EE | $2,936 | $3,145-6.6% | $3,852-23.8% | $3,470-15.4% |
| Admin fee / account holder | $5,373 | $4,667+15.1% | $6,675-19.5% | $4,888+9.9% |