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 | $59,920 | $49,025+22.2% | $87,507-31.5% | $62,891-4.7% |
| Participation rate | 93.8% | 64.9%+28.9pp | 73.8%+19.9pp | 69.3%+24.4pp |
| Annual return | 8.63% | 10.02%-1.4pp | 12.21%-3.6pp | 20.14%-11.5pp |
| Employer contribution / active EE | $2,337 | $1,372+70.4% | $2,550-8.3% | $2,281+2.5% |
| Participant deferral / active EE | $4,063 | $2,289+77.5% | $3,149+29.0% | $3,203+26.8% |
| Admin fee / account holder | $4,335 | $4,065+6.6% | $4,221+2.7% | $4,296+0.9% |