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 | $134,873 | $82,032+64.4% | $123,104+9.6% | $59,632+126.2% |
| Participation rate | 85.2% | 83.2%+2.0pp | 86.8%-1.6pp | 68.7%+16.5pp |
| Annual return | 1.92% | 5.12%-3.2pp | 13.22%-11.3pp | 2041.28%-2039.4pp |
| Employer contribution / active EE | $4,355 | $3,297+32.1% | $5,151-15.5% | $2,203+97.7% |
| Participant deferral / active EE | $12,697 | $4,667+172.1% | $6,230+103.8% | $3,192+297.8% |
| Admin fee / account holder | $5,844 | $5,881-0.6% | $9,015-35.2% | $4,297+36.0% |