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 | $88,233 | $70,475+25.2% | $100,516-12.2% | $79,858+10.5% |
| Participation rate | 94.7% | 73.7%+21.1pp | 79.4%+15.3pp | 69.6%+25.1pp |
| Annual return | 17.28% | 21.90%-4.6pp | 30.89%-13.6pp | 31.71%-14.4pp |
| Employer contribution / active EE | $3,056 | $2,165+41.2% | $3,418-10.6% | $2,471+23.7% |
| Participant deferral / active EE | $5,657 | $5,181+9.2% | $6,270-9.8% | $3,740+51.3% |
| Admin fee / account holder | $2,908 | $4,478-35.1% | $8,081-64.0% | $5,306-45.2% |