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 | $119,206 | $67,606+76.3% | $82,313+44.8% | $70,131+70.0% |
| Participation rate | 97.1% | 72.8%+24.4pp | 76.9%+20.2pp | 69.5%+27.6pp |
| Annual return | 19.30% | 21.57%-2.3pp | 25.88%-6.6pp | 73.14%-53.8pp |
| Employer contribution / active EE | $1,347 | $1,755-23.3% | $2,428-44.5% | $2,342-42.5% |
| Participant deferral / active EE | $3,057 | $2,987+2.4% | $3,706-17.5% | $3,332-8.2% |
| Admin fee / account holder | $5,350 | $4,512+18.6% | $5,608-4.6% | $4,645+15.2% |