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 | $118,182 | $87,841+34.5% | $133,980-11.8% | $62,891+87.9% |
| Participation rate | 96.2% | 83.4%+12.8pp | 87.1%+9.2pp | 69.3%+26.9pp |
| Annual return | 7.69% | 12.05%-4.4pp | 29.30%-21.6pp | 20.14%-12.5pp |
| Employer contribution / active EE | $1,504 | $3,483-56.8% | $5,211-71.1% | $2,281-34.1% |
| Participant deferral / active EE | $4,088 | $4,812-15.1% | $6,282-34.9% | $3,203+27.6% |
| Admin fee / account holder | $2,612 | $5,371-51.4% | $9,324-72.0% | $4,296-39.2% |