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 | $121,238 | $70,475+72.0% | $100,516+20.6% | $79,858+51.8% |
| Participation rate | 73.8% | 73.7%+0.2pp | 79.4%-5.6pp | 69.6%+4.2pp |
| Annual return | 14.52% | 21.90%-7.4pp | 30.89%-16.4pp | 31.71%-17.2pp |
| Employer contribution / active EE | $1,437 | $2,165-33.6% | $3,418-57.9% | $2,471-41.8% |
| Participant deferral / active EE | $3,917 | $5,181-24.4% | $6,270-37.5% | $3,740+4.7% |
| Admin fee / account holder | $2,656 | $4,478-40.7% | $8,081-67.1% | $5,306-50.0% |