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 | $116,772 | $100,326+16.4% | $180,183-35.2% | $84,808+37.7% |
| Participation rate | 84.8% | 71.0%+13.8pp | 77.4%+7.4pp | 68.3%+16.5pp |
| Annual return | 13.18% | 17.86%-4.7pp | 27.86%-14.7pp | 40.90%-27.7pp |
| Employer contribution / active EE | $2,774 | $3,269-15.2% | $5,039-45.0% | $2,631+5.4% |
| Participant deferral / active EE | $7,246 | $5,066+43.0% | $6,822+6.2% | $4,212+72.1% |
| Admin fee / account holder | $3,347 | $9,674-65.4% | $19,975-83.2% | $7,344-54.4% |