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 | $88,794 | $67,606+31.3% | $82,313+7.9% | $70,131+26.6% |
| Participation rate | 76.2% | 72.8%+3.4pp | 76.9%-0.7pp | 69.5%+6.6pp |
| Annual return | 17.40% | 21.57%-4.2pp | 25.88%-8.5pp | 73.14%-55.7pp |
| Employer contribution / active EE | $1,575 | $1,755-10.2% | $2,428-35.1% | $2,342-32.8% |
| Participant deferral / active EE | $5,378 | $2,987+80.1% | $3,706+45.1% | $3,332+61.4% |
| Admin fee / account holder | $5,057 | $4,512+12.1% | $5,608-9.8% | $4,645+8.9% |