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 | $97,021 | $73,933+31.2% | $96,683+0.3% | $75,163+29.1% |
| Participation rate | 75.0% | 66.4%+8.6pp | 74.3%+0.7pp | 67.2%+7.8pp |
| Annual return | 20.06% | 26.70%-6.6pp | 35.69%-15.6pp | 160.62%-140.6pp |
| Employer contribution / active EE | $2,738 | $2,928-6.5% | $3,737-26.7% | $2,670+2.6% |
| Participant deferral / active EE | $5,770 | $3,659+57.7% | $4,878+18.3% | $4,125+39.9% |
| Admin fee / account holder | $6,787 | $5,216+30.1% | $6,730+0.9% | $5,651+20.1% |