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 | $98,586 | $67,606+45.8% | $82,313+19.8% | $70,131+40.6% |
| Participation rate | 79.5% | 72.8%+6.8pp | 76.9%+2.7pp | 69.5%+10.0pp |
| Annual return | 15.08% | 21.57%-6.5pp | 25.88%-10.8pp | 73.14%-58.1pp |
| Employer contribution / active EE | $1,032 | $1,755-41.2% | $2,428-57.5% | $2,342-55.9% |
| Participant deferral / active EE | $3,728 | $2,987+24.8% | $3,706+0.6% | $3,332+11.9% |
| Admin fee / account holder | $17,826 | $4,512+295.1% | $5,608+217.9% | $4,645+283.7% |