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 | $114,005 | $69,515+64.0% | $86,874+31.2% | $85,850+32.8% |
| Participation rate | 75.6% | 66.3%+9.2pp | 71.6%+3.9pp | 69.3%+6.2pp |
| Annual return | 15.75% | 20.12%-4.4pp | 63.52%-47.8pp | 318.53%-302.8pp |
| Employer contribution / active EE | $1,731 | $1,880-8.0% | $2,495-30.6% | $2,565-32.5% |
| Participant deferral / active EE | $3,213 | $2,919+10.1% | $3,699-13.2% | $3,952-18.7% |
| Admin fee / account holder | $9,481 | $5,972+58.8% | $5,828+62.7% | $6,260+51.5% |