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 | $107,642 | $63,355+69.9% | $91,989+17.0% | $72,985+47.5% |
| Participation rate | 76.2% | 72.5%+3.7pp | 78.6%-2.4pp | 69.5%+6.7pp |
| Annual return | 23.99% | 35.35%-11.4pp | 69.02%-45.0pp | 81.00%-57.0pp |
| Employer contribution / active EE | $1,370 | $2,116-35.3% | $3,452-60.3% | $2,440-43.9% |
| Participant deferral / active EE | $3,151 | $4,883-35.5% | $5,923-46.8% | $3,607-12.7% |
| Admin fee / account holder | $6,458 | $4,668+38.3% | $7,743-16.6% | $5,124+26.0% |