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 | $85,224 | $73,787+15.5% | $98,716-13.7% | $82,448+3.4% |
| Participation rate | 95.2% | 61.4%+33.8pp | 69.3%+25.9pp | 68.1%+27.2pp |
| Annual return | 15.98% | 18.57%-2.6pp | 31.81%-15.8pp | 41.64%-25.7pp |
| Employer contribution / active EE | $2,693 | $1,511+78.2% | $2,279+18.2% | $2,551+5.6% |
| Participant deferral / active EE | $2,625 | $3,081-14.8% | $4,048-35.1% | $4,139-36.6% |
| Admin fee / account holder | $2,897 | $6,500-55.4% | $8,703-66.7% | $7,234-60.0% |