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 | $87,021 | $106,749-18.5% | $145,433-40.2% | $82,448+5.5% |
| Participation rate | 82.1% | 75.6%+6.4pp | 82.1%-0.1pp | 68.1%+14.0pp |
| Annual return | 20.62% | 27.59%-7.0pp | 66.58%-46.0pp | 41.64%-21.0pp |
| Employer contribution / active EE | $5,400 | $3,444+56.8% | $4,554+18.6% | $2,551+111.7% |
| Participant deferral / active EE | $5,539 | $6,519-15.0% | $7,897-29.9% | $4,139+33.8% |
| Admin fee / account holder | $1,158 | $8,390-86.2% | $13,129-91.2% | $7,234-84.0% |