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 | $91,597 | $64,480+42.1% | $81,382+12.6% | $80,856+13.3% |
| Participation rate | 77.8% | 63.9%+13.9pp | 69.5%+8.3pp | 67.6%+10.1pp |
| Annual return | 25.44% | 16.34%+9.1pp | 24.73%+0.7pp | 35.59%-10.1pp |
| Employer contribution / active EE | $2,337 | $1,978+18.1% | $2,463-5.1% | $2,755-15.2% |
| Participant deferral / active EE | $1,855 | $3,094-40.0% | $3,883-52.2% | $4,296-56.8% |
| Admin fee / account holder | $2,124 | $5,671-62.5% | $5,768-63.2% | $6,918-69.3% |