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 | $94,593 | $83,477+13.3% | $125,175-24.4% | $72,985+29.6% |
| Participation rate | 93.8% | 73.3%+20.4pp | 79.8%+14.0pp | 69.5%+24.3pp |
| Annual return | 21.52% | 25.78%-4.3pp | 43.79%-22.3pp | 81.00%-59.5pp |
| Employer contribution / active EE | $2,464 | $2,345+5.1% | $3,865-36.3% | $2,440+1.0% |
| Participant deferral / active EE | $6,339 | $3,585+76.8% | $4,937+28.4% | $3,607+75.7% |
| Admin fee / account holder | $8,525 | $5,517+54.5% | $9,702-12.1% | $5,124+66.4% |