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 | $95,366 | $54,762+74.1% | $90,281+5.6% | $72,985+30.7% |
| Participation rate | 85.3% | 65.1%+20.1pp | 73.3%+12.0pp | 69.5%+15.8pp |
| Annual return | 27.26% | 30.63%-3.4pp | 78.10%-50.8pp | 81.00%-53.7pp |
| Employer contribution / active EE | $2,557 | $2,092+22.2% | $2,854-10.4% | $2,440+4.8% |
| Participant deferral / active EE | $6,108 | $2,887+111.6% | $3,885+57.2% | $3,607+69.3% |
| Admin fee / account holder | $4,716 | $3,972+18.7% | $5,351-11.9% | $5,124-8.0% |