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 | $80,134 | $67,606+18.5% | $82,313-2.6% | $70,131+14.3% |
| Participation rate | 92.5% | 72.8%+19.8pp | 76.9%+15.6pp | 69.5%+23.0pp |
| Annual return | 16.78% | 21.57%-4.8pp | 25.88%-9.1pp | 73.14%-56.4pp |
| Employer contribution / active EE | $1,852 | $1,755+5.6% | $2,428-23.7% | $2,342-20.9% |
| Participant deferral / active EE | $3,054 | $2,987+2.3% | $3,706-17.6% | $3,332-8.3% |
| Admin fee / account holder | $1,442 | $4,512-68.0% | $5,608-74.3% | $4,645-69.0% |