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 | $96,603 | $60,022+60.9% | $88,946+8.6% | $84,808+13.9% |
| Participation rate | 86.9% | 57.8%+29.0pp | 68.8%+18.0pp | 68.3%+18.6pp |
| Annual return | 20.13% | 22.43%-2.3pp | 57.82%-37.7pp | 40.90%-20.8pp |
| Employer contribution / active EE | $3,271 | $1,703+92.1% | $2,555+28.0% | $2,631+24.3% |
| Participant deferral / active EE | $7,694 | $3,114+147.1% | $4,581+67.9% | $4,212+82.7% |
| Admin fee / account holder | $2,665 | $4,811-44.6% | $8,261-67.7% | $7,344-63.7% |