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 | $120,278 | $78,422+53.4% | $95,952+25.4% | $79,858+50.6% |
| Participation rate | 89.4% | 73.5%+15.9pp | 77.1%+12.3pp | 69.6%+19.8pp |
| Annual return | 14.98% | 19.37%-4.4pp | 91.61%-76.6pp | 31.71%-16.7pp |
| Employer contribution / active EE | $1,455 | $1,945-25.2% | $2,541-42.8% | $2,471-41.1% |
| Participant deferral / active EE | $5,818 | $3,440+69.1% | $4,167+39.6% | $3,740+55.6% |
| Admin fee / account holder | $3,970 | $5,622-29.4% | $6,795-41.6% | $5,306-25.2% |