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 | $125,074 | $81,248+53.9% | $155,509-19.6% | $80,856+54.7% |
| Participation rate | 87.1% | 66.2%+20.9pp | 78.2%+8.9pp | 67.6%+19.5pp |
| Annual return | 12.63% | 33.31%-20.7pp | 64.67%-52.0pp | 35.59%-23.0pp |
| Employer contribution / active EE | $2,922 | $3,100-5.8% | $4,672-37.5% | $2,755+6.1% |
| Participant deferral / active EE | $5,644 | $3,452+63.5% | $5,626+0.3% | $4,296+31.4% |
| Admin fee / account holder | $9,258 | $7,997+15.8% | $15,912-41.8% | $6,918+33.8% |