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 | $78,283 | $76,552+2.3% | $123,892-36.8% | $62,891+24.5% |
| Participation rate | 92.6% | 73.0%+19.6pp | 81.4%+11.2pp | 69.3%+23.3pp |
| Annual return | 8.32% | 18.68%-10.4pp | 47.52%-39.2pp | 20.14%-11.8pp |
| Employer contribution / active EE | $1,941 | $2,883-32.7% | $4,617-58.0% | $2,281-14.9% |
| Participant deferral / active EE | $5,732 | $4,840+18.4% | $5,984-4.2% | $3,203+79.0% |
| Admin fee / account holder | $1,233 | $4,826-74.4% | $8,357-85.2% | $4,296-71.3% |