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 | $118,489 | $83,477+41.9% | $125,175-5.3% | $72,985+62.3% |
| Participation rate | 93.5% | 73.3%+20.2pp | 79.8%+13.8pp | 69.5%+24.1pp |
| Annual return | 25.41% | 25.78%-0.4pp | 43.79%-18.4pp | 81.00%-55.6pp |
| Employer contribution / active EE | $1,125 | $2,345-52.0% | $3,865-70.9% | $2,440-53.9% |
| Participant deferral / active EE | $4,966 | $3,585+38.5% | $4,937+0.6% | $3,607+37.7% |
| Admin fee / account holder | $1,390 | $5,517-74.8% | $9,702-85.7% | $5,124-72.9% |