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 | $75,818 | $57,016+33.0% | $84,966-10.8% | $80,856-6.2% |
| Participation rate | 96.5% | 56.3%+40.1pp | 67.5%+29.0pp | 67.6%+28.9pp |
| Annual return | 15.16% | 21.66%-6.5pp | 66.38%-51.2pp | 35.59%-20.4pp |
| Employer contribution / active EE | $2,564 | $1,798+42.6% | $2,727-6.0% | $2,755-6.9% |
| Participant deferral / active EE | $4,280 | $3,110+37.6% | $4,519-5.3% | $4,296-0.4% |
| Admin fee / account holder | $1,920 | $4,980-61.4% | $6,149-68.8% | $6,918-72.2% |