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 | $87,091 | $58,512+48.8% | $84,015+3.7% | $72,985+19.3% |
| Participation rate | 71.8% | 61.2%+10.6pp | 69.0%+2.8pp | 69.5%+2.3pp |
| Annual return | 21.55% | 28.93%-7.4pp | 71.31%-49.8pp | 81.00%-59.5pp |
| Employer contribution / active EE | $2,379 | $1,163+104.5% | $1,983+19.9% | $2,440-2.5% |
| Participant deferral / active EE | $5,024 | $2,394+109.9% | $3,239+55.1% | $3,607+39.3% |
| Admin fee / account holder | $7,503 | $4,569+64.2% | $6,101+23.0% | $5,124+46.4% |