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 | $108,451 | $63,355+71.2% | $91,989+17.9% | $72,985+48.6% |
| Participation rate | 82.3% | 72.5%+9.7pp | 78.6%+3.6pp | 69.5%+12.8pp |
| Annual return | 25.27% | 35.35%-10.1pp | 69.02%-43.8pp | 81.00%-55.7pp |
| Employer contribution / active EE | $2,568 | $2,116+21.4% | $3,452-25.6% | $2,440+5.2% |
| Participant deferral / active EE | $4,200 | $4,883-14.0% | $5,923-29.1% | $3,607+16.4% |
| Admin fee / account holder | $2,780 | $4,668-40.4% | $7,743-64.1% | $5,124-45.7% |