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 | $88,044 | $106,749-17.5% | $145,433-39.5% | $82,448+6.8% |
| Participation rate | 81.6% | 75.6%+6.0pp | 82.1%-0.5pp | 68.1%+13.6pp |
| Annual return | 18.75% | 27.59%-8.8pp | 66.58%-47.8pp | 41.64%-22.9pp |
| Employer contribution / active EE | $4,489 | $3,444+30.3% | $4,554-1.4% | $2,551+76.0% |
| Participant deferral / active EE | $5,156 | $6,519-20.9% | $7,897-34.7% | $4,139+24.6% |
| Admin fee / account holder | $6,009 | $8,390-28.4% | $13,129-54.2% | $7,234-16.9% |