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 | $130,114 | $78,520+65.7% | $96,576+34.7% | $82,448+57.8% |
| Participation rate | 72.0% | 77.7%-5.7pp | 81.4%-9.4pp | 68.1%+3.9pp |
| Annual return | 17.43% | 41.30%-23.9pp | 38.47%-21.0pp | 41.64%-24.2pp |
| Employer contribution / active EE | $1,208 | $2,630-54.1% | $3,553-66.0% | $2,551-52.7% |
| Participant deferral / active EE | $6,359 | $6,754-5.9% | $7,956-20.1% | $4,139+53.6% |
| Admin fee / account holder | $2,648 | $13,455-80.3% | $11,381-76.7% | $7,234-63.4% |