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 | $121,088 | $67,606+79.1% | $82,313+47.1% | $70,131+72.7% |
| Participation rate | 95.3% | 72.8%+22.6pp | 76.9%+18.5pp | 69.5%+25.8pp |
| Annual return | 17.35% | 21.57%-4.2pp | 25.88%-8.5pp | 73.14%-55.8pp |
| Employer contribution / active EE | $1,710 | $1,755-2.5% | $2,428-29.6% | $2,342-27.0% |
| Participant deferral / active EE | $4,042 | $2,987+35.3% | $3,706+9.1% | $3,332+21.3% |
| Admin fee / account holder | $10,602 | $4,512+135.0% | $5,608+89.1% | $4,645+128.2% |