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 | $119,392 | $74,927+59.3% | $101,794+17.3% | $84,808+40.8% |
| Participation rate | 91.2% | 61.4%+29.8pp | 69.2%+22.0pp | 68.3%+22.9pp |
| Annual return | 16.57% | 18.70%-2.1pp | 30.53%-14.0pp | 40.90%-24.3pp |
| Employer contribution / active EE | $1,053 | $1,522-30.8% | $2,289-54.0% | $2,631-60.0% |
| Participant deferral / active EE | $6,049 | $3,099+95.2% | $4,084+48.1% | $4,212+43.6% |
| Admin fee / account holder | $1,714 | $6,514-73.7% | $8,777-80.5% | $7,344-76.7% |