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 | $105,285 | $80,968+30.0% | $96,544+9.1% | $75,163+40.1% |
| Participation rate | 85.0% | 71.8%+13.2pp | 76.0%+9.0pp | 67.2%+17.8pp |
| Annual return | 20.03% | 27.06%-7.0pp | 25.84%-5.8pp | 160.62%-140.6pp |
| Employer contribution / active EE | $1,612 | $2,282-29.3% | $2,965-45.6% | $2,670-39.6% |
| Participant deferral / active EE | $8,720 | $3,928+122.0% | $4,851+79.8% | $4,125+111.4% |
| Admin fee / account holder | $8,947 | $6,724+33.1% | $8,252+8.4% | $5,651+58.3% |