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 | $108,317 | $68,719+57.6% | $91,541+18.3% | $84,808+27.7% |
| Participation rate | 87.8% | 64.5%+23.3pp | 69.8%+18.0pp | 68.3%+19.5pp |
| Annual return | 14.06% | 19.12%-5.1pp | 20.50%-6.4pp | 40.90%-26.8pp |
| Employer contribution / active EE | $2,055 | $1,920+7.0% | $2,505-18.0% | $2,631-21.9% |
| Participant deferral / active EE | $6,224 | $3,136+98.5% | $4,008+55.3% | $4,212+47.8% |
| Admin fee / account holder | $2,010 | $5,786-65.3% | $6,956-71.1% | $7,344-72.6% |