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 | $96,707 | $48,076+101.2% | $78,689+22.9% | $62,891+53.8% |
| Participation rate | 96.3% | 65.2%+31.1pp | 73.6%+22.8pp | 69.3%+27.0pp |
| Annual return | 10.08% | 31.35%-21.3pp | 62.18%-52.1pp | 20.14%-10.1pp |
| Employer contribution / active EE | $1,224 | $2,015-39.2% | $2,851-57.0% | $2,281-46.3% |
| Participant deferral / active EE | $2,386 | $2,588-7.8% | $3,517-32.2% | $3,203-25.5% |
| Admin fee / account holder | $2,046 | $3,207-36.2% | $4,510-54.6% | $4,296-52.4% |