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 | $120,052 | $87,013+38.0% | $106,213+13.0% | $80,856+48.5% |
| Participation rate | 86.5% | 70.4%+16.1pp | 75.3%+11.2pp | 67.6%+18.8pp |
| Annual return | 13.92% | 17.05%-3.1pp | 116.14%-102.2pp | 35.59%-21.7pp |
| Employer contribution / active EE | $1,233 | $2,395-48.5% | $3,171-61.1% | $2,755-55.2% |
| Participant deferral / active EE | $4,875 | $3,986+22.3% | $5,016-2.8% | $4,296+13.5% |
| Admin fee / account holder | $3,291 | $8,431-61.0% | $11,033-70.2% | $6,918-52.4% |