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 | $64,468 | $54,762+17.7% | $90,281-28.6% | $72,985-11.7% |
| Participation rate | 92.3% | 65.1%+27.2pp | 73.3%+19.0pp | 69.5%+22.8pp |
| Annual return | 34.58% | 30.63%+3.9pp | 78.10%-43.5pp | 81.00%-46.4pp |
| Employer contribution / active EE | $4,153 | $2,092+98.5% | $2,854+45.5% | $2,440+70.2% |
| Participant deferral / active EE | $0 | $2,887-100.0% | $3,885-100.0% | $3,607-100.0% |
| Admin fee / account holder | $1,693 | $3,972-57.4% | $5,351-68.4% | $5,124-67.0% |