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 | $114,825 | $95,453+20.3% | $112,040+2.5% | $82,448+39.3% |
| Participation rate | 85.3% | 72.8%+12.5pp | 76.5%+8.8pp | 68.1%+17.2pp |
| Annual return | 17.83% | 23.92%-6.1pp | 24.52%-6.7pp | 41.64%-23.8pp |
| Employer contribution / active EE | $3,406 | $2,318+47.0% | $2,954+15.3% | $2,551+33.5% |
| Participant deferral / active EE | $6,950 | $4,224+64.5% | $5,098+36.3% | $4,139+67.9% |
| Admin fee / account holder | $1,920 | $9,013-78.7% | $12,098-84.1% | $7,234-73.5% |