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 | $115,336 | $80,968+42.4% | $96,544+19.5% | $75,163+53.4% |
| Participation rate | 74.0% | 71.8%+2.3pp | 76.0%-1.9pp | 67.2%+6.8pp |
| Annual return | 13.23% | 27.06%-13.8pp | 25.84%-12.6pp | 160.62%-147.4pp |
| Employer contribution / active EE | $1,750 | $2,282-23.3% | $2,965-41.0% | $2,670-34.5% |
| Participant deferral / active EE | $5,335 | $3,928+35.8% | $4,851+10.0% | $4,125+29.3% |
| Admin fee / account holder | $6,967 | $6,724+3.6% | $8,252-15.6% | $5,651+23.3% |