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 | $103,371 | $58,851+75.6% | $115,157-10.2% | $72,985+41.6% |
| Participation rate | 96.9% | 65.5%+31.3pp | 75.9%+21.0pp | 69.5%+27.4pp |
| Annual return | 24.71% | 23.16%+1.5pp | 35.60%-10.9pp | 81.00%-56.3pp |
| Employer contribution / active EE | $3,582 | $1,798+99.3% | $3,179+12.7% | $2,440+46.8% |
| Participant deferral / active EE | $3,600 | $2,643+36.2% | $4,168-13.6% | $3,607-0.2% |
| Admin fee / account holder | $1,593 | $6,370-75.0% | $7,088-77.5% | $5,124-68.9% |