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 | $127,087 | $87,037+46.0% | $106,201+19.7% | $80,874+57.1% |
| Participation rate | 75.5% | 70.4%+5.1pp | 75.3%+0.2pp | 67.6%+7.9pp |
| Annual return | 13.89% | 17.05%-3.2pp | 116.26%-102.4pp | 35.62%-21.7pp |
| Employer contribution / active EE | $1,920 | $2,396-19.9% | $3,170-39.4% | $2,756-30.3% |
| Participant deferral / active EE | $3,349 | $3,986-16.0% | $5,012-33.2% | $4,297-22.1% |
| Admin fee / account holder | $6,265 | $8,434-25.7% | $11,039-43.3% | $6,935-9.7% |