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 | $102,541 | $67,606+51.7% | $82,313+24.6% | $70,131+46.2% |
| Participation rate | 76.7% | 72.8%+3.9pp | 76.9%-0.2pp | 69.5%+7.2pp |
| Annual return | 19.67% | 21.57%-1.9pp | 25.88%-6.2pp | 73.14%-53.5pp |
| Employer contribution / active EE | $1,838 | $1,755+4.8% | $2,428-24.3% | $2,342-21.5% |
| Participant deferral / active EE | $4,633 | $2,987+55.1% | $3,706+25.0% | $3,332+39.1% |
| Admin fee / account holder | $3,016 | $4,512-33.1% | $5,608-46.2% | $4,645-35.1% |