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 | $84,008 | $45,035+86.5% | $62,995+33.4% | $70,131+19.8% |
| Participation rate | 78.1% | 69.5%+8.6pp | 74.8%+3.3pp | 69.5%+8.6pp |
| Annual return | 13.15% | 18.76%-5.6pp | 87.57%-74.4pp | 73.14%-60.0pp |
| Employer contribution / active EE | $1,472 | $2,051-28.2% | $2,759-46.7% | $2,342-37.2% |
| Participant deferral / active EE | $2,810 | $2,465+14.0% | $3,329-15.6% | $3,332-15.7% |
| Admin fee / account holder | $2,869 | $2,834+1.2% | $3,600-20.3% | $4,645-38.2% |