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 | $110,822 | $81,248+36.4% | $155,509-28.7% | $80,856+37.1% |
| Participation rate | 80.0% | 66.2%+13.8pp | 78.2%+1.8pp | 67.6%+12.4pp |
| Annual return | 19.11% | 33.31%-14.2pp | 64.67%-45.6pp | 35.59%-16.5pp |
| Employer contribution / active EE | $1,956 | $3,100-36.9% | $4,672-58.1% | $2,755-29.0% |
| Participant deferral / active EE | $4,590 | $3,452+33.0% | $5,626-18.4% | $4,296+6.9% |
| Admin fee / account holder | $5,025 | $7,997-37.2% | $15,912-68.4% | $6,918-27.4% |