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 | $111,279 | $67,606+64.6% | $82,313+35.2% | $70,131+58.7% |
| Participation rate | 82.0% | 72.8%+9.2pp | 76.9%+5.1pp | 69.5%+12.4pp |
| Annual return | 18.24% | 21.57%-3.3pp | 25.88%-7.6pp | 73.14%-54.9pp |
| Employer contribution / active EE | $1,351 | $1,755-23.0% | $2,428-44.4% | $2,342-42.3% |
| Participant deferral / active EE | $5,034 | $2,987+68.5% | $3,706+35.8% | $3,332+51.1% |
| Admin fee / account holder | $5,134 | $4,512+13.8% | $5,608-8.5% | $4,645+10.5% |