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 | $100,806 | $55,706+81.0% | $75,886+32.8% | $72,985+38.1% |
| Participation rate | 90.4% | 61.1%+29.3pp | 69.3%+21.1pp | 69.5%+20.9pp |
| Annual return | 24.34% | 27.59%-3.3pp | 30.76%-6.4pp | 81.00%-56.7pp |
| Employer contribution / active EE | $1,546 | $1,687-8.3% | $2,500-38.2% | $2,440-36.6% |
| Participant deferral / active EE | $3,150 | $2,634+19.6% | $3,603-12.6% | $3,607-12.7% |
| Admin fee / account holder | $3,831 | $3,978-3.7% | $5,418-29.3% | $5,124-25.2% |