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 | $119,730 | $89,355+34.0% | $141,162-15.2% | $72,985+64.0% |
| Participation rate | 79.4% | 75.1%+4.3pp | 82.5%-3.1pp | 69.5%+9.9pp |
| Annual return | 23.44% | 111.85%-88.4pp | 71.39%-47.9pp | 81.00%-57.6pp |
| Employer contribution / active EE | $3,823 | $3,114+22.7% | $4,735-19.3% | $2,440+56.7% |
| Participant deferral / active EE | $7,585 | $5,418+40.0% | $6,709+13.1% | $3,607+110.3% |
| Admin fee / account holder | $7,718 | $5,958+29.5% | $10,261-24.8% | $5,124+50.6% |