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 | $118,867 | $101,724+16.9% | $164,813-27.9% | $80,856+47.0% |
| Participation rate | 70.4% | 71.8%-1.5pp | 78.6%-8.2pp | 67.6%+2.7pp |
| Annual return | 15.27% | 16.72%-1.4pp | 69.93%-54.7pp | 35.59%-20.3pp |
| Employer contribution / active EE | $3,911 | $2,953+32.4% | $4,341-9.9% | $2,755+42.0% |
| Participant deferral / active EE | $7,965 | $4,477+77.9% | $6,031+32.1% | $4,296+85.4% |
| Admin fee / account holder | $37,239 | $8,227+352.6% | $12,690+193.5% | $6,918+438.3% |