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 | $95,508 | $72,277+32.1% | $101,248-5.7% | $79,858+19.6% |
| Participation rate | 75.6% | 68.5%+7.1pp | 75.8%-0.2pp | 69.6%+6.0pp |
| Annual return | 12.96% | 22.30%-9.3pp | 46.47%-33.5pp | 31.71%-18.8pp |
| Employer contribution / active EE | $2,175 | $2,692-19.2% | $3,660-40.6% | $2,471-12.0% |
| Participant deferral / active EE | $4,052 | $3,282+23.5% | $4,370-7.3% | $3,740+8.4% |
| Admin fee / account holder | $1,549 | $4,400-64.8% | $5,945-73.9% | $5,306-70.8% |