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 | $94,720 | $86,929+9.0% | $102,423-7.5% | $80,856+17.1% |
| Participation rate | 92.3% | 72.4%+19.9pp | 76.5%+15.8pp | 67.6%+24.7pp |
| Annual return | 21.65% | 18.88%+2.8pp | 29.32%-7.7pp | 35.59%-13.9pp |
| Employer contribution / active EE | $2,207 | $2,369-6.9% | $3,023-27.0% | $2,755-19.9% |
| Participant deferral / active EE | $5,287 | $4,118+28.4% | $5,053+4.6% | $4,296+23.1% |
| Admin fee / account holder | $21,055 | $8,049+161.6% | $9,451+122.8% | $6,918+204.4% |