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 | $108,867 | $72,492+50.2% | $87,100+25.0% | $72,985+49.2% |
| Participation rate | 72.9% | 72.8%+0.1pp | 76.9%-4.0pp | 69.5%+3.4pp |
| Annual return | 16.93% | 24.46%-7.5pp | 28.19%-11.3pp | 81.00%-64.1pp |
| Employer contribution / active EE | $1,373 | $1,894-27.5% | $2,521-45.5% | $2,440-43.7% |
| Participant deferral / active EE | $5,273 | $3,270+61.3% | $4,049+30.2% | $3,607+46.2% |
| Admin fee / account holder | $19,324 | $5,055+282.3% | $7,497+157.8% | $5,124+277.1% |