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 | $111,297 | $73,933+50.5% | $96,683+15.1% | $75,163+48.1% |
| Participation rate | 73.1% | 66.4%+6.7pp | 74.3%-1.3pp | 67.2%+5.9pp |
| Annual return | 21.22% | 26.70%-5.5pp | 35.69%-14.5pp | 160.62%-139.4pp |
| Employer contribution / active EE | $1,858 | $2,928-36.6% | $3,737-50.3% | $2,670-30.4% |
| Participant deferral / active EE | $4,910 | $3,659+34.2% | $4,878+0.6% | $4,125+19.0% |
| Admin fee / account holder | $2,180 | $5,216-58.2% | $6,730-67.6% | $5,651-61.4% |