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 | $111,948 | $68,719+62.9% | $91,541+22.3% | $84,808+32.0% |
| Participation rate | 73.9% | 64.5%+9.4pp | 69.8%+4.1pp | 68.3%+5.6pp |
| Annual return | 15.43% | 19.12%-3.7pp | 20.50%-5.1pp | 40.90%-25.5pp |
| Employer contribution / active EE | $1,826 | $1,920-4.9% | $2,505-27.1% | $2,631-30.6% |
| Participant deferral / active EE | $5,881 | $3,136+87.6% | $4,008+46.7% | $4,212+39.6% |
| Admin fee / account holder | $20,494 | $5,786+254.2% | $6,956+194.6% | $7,344+179.1% |