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 | $83,194 | $65,685+26.7% | $57,179+45.5% | $273,961-69.6% |
| Participation rate | 92.9% | 78.3%+14.5pp | 75.3%+17.5pp | 83.0%+9.8pp |
| Annual return | 10.43% | 21.99%-11.6pp | 14.59%-4.2pp | 41.45%-31.0pp |
| Employer contribution / active EE | $4,775 | $3,279+45.6% | $2,682+78.0% | $4,869-1.9% |
| Participant deferral / active EE | $5,863 | $3,782+55.0% | $3,096+89.4% | $5,287+10.9% |
| Admin fee / account holder | $2,088 | $4,835-56.8% | $3,139-33.5% | $10,132-79.4% |