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 | $124,150 | $81,446+52.4% | $103,374+20.1% | $80,874+53.5% |
| Participation rate | 87.8% | 66.9%+20.9pp | 74.5%+13.2pp | 67.6%+20.1pp |
| Annual return | 19.02% | 25.57%-6.5pp | 24.89%-5.9pp | 35.62%-16.6pp |
| Employer contribution / active EE | $2,940 | $3,107-5.4% | $3,869-24.0% | $2,756+6.7% |
| Participant deferral / active EE | $3,831 | $3,870-1.0% | $5,058-24.3% | $4,297-10.9% |
| Admin fee / account holder | $2,940 | $6,715-56.2% | $8,394-65.0% | $6,935-57.6% |