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 | $90,119 | $72,492+24.3% | $87,100+3.5% | $72,985+23.5% |
| Participation rate | 74.2% | 72.8%+1.4pp | 76.9%-2.6pp | 69.5%+4.7pp |
| Annual return | 17.41% | 24.46%-7.0pp | 28.19%-10.8pp | 81.00%-63.6pp |
| Employer contribution / active EE | $1,297 | $1,894-31.5% | $2,521-48.6% | $2,440-46.8% |
| Participant deferral / active EE | $4,768 | $3,270+45.8% | $4,049+17.8% | $3,607+32.2% |
| Admin fee / account holder | $6,737 | $5,055+33.3% | $7,497-10.1% | $5,124+31.5% |