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 | $117,747 | $79,944+47.3% | $98,439+19.6% | $75,163+56.7% |
| Participation rate | 95.2% | 70.4%+24.8pp | 75.2%+20.0pp | 67.2%+28.0pp |
| Annual return | 14.47% | 19.75%-5.3pp | 21.16%-6.7pp | 160.62%-146.1pp |
| Employer contribution / active EE | $1,838 | $2,264-18.8% | $3,048-39.7% | $2,670-31.2% |
| Participant deferral / active EE | $2,506 | $3,752-33.2% | $4,738-47.1% | $4,125-39.3% |
| Admin fee / account holder | $7,901 | $6,840+15.5% | $8,948-11.7% | $5,651+39.8% |