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 | $115,462 | $67,894+70.1% | $89,340+29.2% | $82,448+40.0% |
| Participation rate | 84.6% | 64.0%+20.6pp | 69.6%+15.0pp | 68.1%+16.5pp |
| Annual return | 16.26% | 19.21%-2.9pp | 20.57%-4.3pp | 41.64%-25.4pp |
| Employer contribution / active EE | $2,846 | $1,828+55.7% | $2,231+27.5% | $2,551+11.5% |
| Participant deferral / active EE | $5,010 | $3,072+63.1% | $3,823+31.1% | $4,139+21.0% |
| Admin fee / account holder | $1,492 | $5,723-73.9% | $6,704-77.7% | $7,234-79.4% |