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 | $116,046 | $80,968+43.3% | $96,544+20.2% | $75,163+54.4% |
| Participation rate | 74.2% | 71.8%+2.4pp | 76.0%-1.8pp | 67.2%+7.0pp |
| Annual return | 20.39% | 27.06%-6.7pp | 25.84%-5.5pp | 160.62%-140.2pp |
| Employer contribution / active EE | $696 | $2,282-69.5% | $2,965-76.5% | $2,670-73.9% |
| Participant deferral / active EE | $5,728 | $3,928+45.8% | $4,851+18.1% | $4,125+38.9% |
| Admin fee / account holder | $7,471 | $6,724+11.1% | $8,252-9.5% | $5,651+32.2% |