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 | $125,774 | $89,355+40.8% | $141,162-10.9% | $72,985+72.3% |
| Participation rate | 80.8% | 75.1%+5.7pp | 82.5%-1.7pp | 69.5%+11.3pp |
| Annual return | 19.48% | 111.85%-92.4pp | 71.39%-51.9pp | 81.00%-61.5pp |
| Employer contribution / active EE | $1,039 | $3,114-66.6% | $4,735-78.1% | $2,440-57.4% |
| Participant deferral / active EE | $3,458 | $5,418-36.2% | $6,709-48.5% | $3,607-4.1% |
| Admin fee / account holder | $3,667 | $5,958-38.5% | $10,261-64.3% | $5,124-28.4% |