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 | $116,445 | $63,764+82.6% | $81,930+42.1% | $79,858+45.8% |
| Participation rate | 85.3% | 67.5%+17.8pp | 72.0%+13.3pp | 69.6%+15.7pp |
| Annual return | 17.52% | 22.66%-5.1pp | 29.49%-12.0pp | 31.71%-14.2pp |
| Employer contribution / active EE | $4,299 | $1,795+139.4% | $4,310-0.3% | $2,471+74.0% |
| Participant deferral / active EE | $3,674 | $2,780+32.1% | $7,107-48.3% | $3,740-1.8% |
| Admin fee / account holder | $3,415 | $4,426-22.8% | $5,158-33.8% | $5,306-35.6% |