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 | $120,420 | $105,856+13.8% | $285,549-57.8% | $116,875+3.0% |
| Participation rate | 82.9% | 68.4%+14.5pp | 83.2%-0.3pp | 74.5%+8.3pp |
| Annual return | 12.29% | 16.47%-4.2pp | 7.15%+5.1pp | 16.29%-4.0pp |
| Employer contribution / active EE | $840 | $2,968-71.7% | $5,022-83.3% | $3,288-74.5% |
| Participant deferral / active EE | $4,169 | $2,757+51.2% | $4,549-8.4% | $3,885+7.3% |
| Admin fee / account holder | $10,108 | $7,416+36.3% | $13,934-27.5% | $12,263-17.6% |