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 | $80,856 | $57,590+40.4% | $86,233-6.2% | $82,448-1.9% |
| Participation rate | 86.8% | 57.9%+28.9pp | 69.0%+17.8pp | 68.1%+18.7pp |
| Annual return | 14.76% | 22.41%-7.7pp | 61.39%-46.6pp | 41.64%-26.9pp |
| Employer contribution / active EE | $1,323 | $1,655-20.1% | $2,504-47.2% | $2,551-48.1% |
| Participant deferral / active EE | $5,008 | $3,080+62.6% | $4,559+9.8% | $4,139+21.0% |
| Admin fee / account holder | $5,523 | $4,730+16.7% | $8,342-33.8% | $7,234-23.7% |