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 | $90,192 | $63,299+42.5% | $91,001-0.9% | $62,292+44.8% |
| Participation rate | 78.9% | 73.3%+5.6pp | 75.6%+3.3pp | 69.5%+9.4pp |
| Annual return | 16.19% | 20.99%-4.8pp | 4.60%+11.6pp | 28.90%-12.7pp |
| Employer contribution / active EE | $2,115 | $1,807+17.0% | $2,456-13.9% | $2,042+3.5% |
| Participant deferral / active EE | $3,158 | $2,943+7.3% | $3,547-11.0% | $3,169-0.4% |
| Admin fee / account holder | $2,396 | $468+412.4% | $5,417-55.8% | $479+399.9% |