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 | $102,050 | $77,503+31.7% | $100,391+1.7% | $80,856+26.2% |
| Participation rate | 86.3% | 76.9%+9.3pp | 81.5%+4.8pp | 67.6%+18.6pp |
| Annual return | 17.95% | 37.20%-19.3pp | 49.20%-31.3pp | 35.59%-17.6pp |
| Employer contribution / active EE | $3,327 | $2,801+18.8% | $3,942-15.6% | $2,755+20.8% |
| Participant deferral / active EE | $7,370 | $6,820+8.1% | $8,082-8.8% | $4,296+71.6% |
| Admin fee / account holder | $3,355 | $5,897-43.1% | $7,899-57.5% | $6,918-51.5% |