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 | $74,478 | $67,606+10.2% | $82,313-9.5% | $70,131+6.2% |
| Participation rate | 82.1% | 72.8%+9.4pp | 76.9%+5.2pp | 69.5%+12.6pp |
| Annual return | 14.88% | 21.57%-6.7pp | 25.88%-11.0pp | 73.14%-58.3pp |
| Employer contribution / active EE | $1,280 | $1,755-27.0% | $2,428-47.3% | $2,342-45.3% |
| Participant deferral / active EE | $5,137 | $2,987+72.0% | $3,706+38.6% | $3,332+54.2% |
| Admin fee / account holder | $15,090 | $4,512+234.4% | $5,608+169.1% | $4,645+224.8% |