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 | $77,296 | $65,685+17.7% | $57,179+35.2% | $273,961-71.8% |
| Participation rate | 80.0% | 78.3%+1.7pp | 75.3%+4.7pp | 83.0%-3.0pp |
| Annual return | 8.51% | 21.99%-13.5pp | 14.59%-6.1pp | 41.45%-32.9pp |
| Employer contribution / active EE | $3,139 | $3,279-4.3% | $2,682+17.0% | $4,869-35.5% |
| Participant deferral / active EE | $6,854 | $3,782+81.2% | $3,096+121.4% | $5,287+29.6% |
| Admin fee / account holder | $1,044 | $4,835-78.4% | $3,139-66.7% | $10,132-89.7% |