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 | $64,099 | $56,897+12.7% | $84,750-24.4% | $62,891+1.9% |
| Participation rate | 86.9% | 68.5%+18.3pp | 76.6%+10.3pp | 69.3%+17.6pp |
| Annual return | 7.94% | 6.30%+1.6pp | 22.78%-14.8pp | 20.14%-12.2pp |
| Employer contribution / active EE | $3,712 | $2,400+54.7% | $3,574+3.9% | $2,281+62.8% |
| Participant deferral / active EE | $3,808 | $2,709+40.6% | $3,712+2.6% | $3,203+18.9% |
| Admin fee / account holder | $3,079 | $3,581-14.0% | $5,332-42.3% | $4,296-28.3% |