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 | $104,816 | $67,606+55.0% | $82,313+27.3% | $70,131+49.5% |
| Participation rate | 88.2% | 72.8%+15.5pp | 76.9%+11.3pp | 69.5%+18.7pp |
| Annual return | 18.13% | 21.57%-3.4pp | 25.88%-7.7pp | 73.14%-55.0pp |
| Employer contribution / active EE | $1,671 | $1,755-4.8% | $2,428-31.2% | $2,342-28.7% |
| Participant deferral / active EE | $3,469 | $2,987+16.1% | $3,706-6.4% | $3,332+4.1% |
| Admin fee / account holder | $9,862 | $4,512+118.6% | $5,608+75.9% | $4,645+112.3% |