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 | $122,277 | $78,422+55.9% | $95,952+27.4% | $79,858+53.1% |
| Participation rate | 70.4% | 73.5%-3.1pp | 77.1%-6.7pp | 69.6%+0.7pp |
| Annual return | 16.47% | 19.37%-2.9pp | 91.61%-75.1pp | 31.71%-15.2pp |
| Employer contribution / active EE | $1,762 | $1,945-9.4% | $2,541-30.7% | $2,471-28.7% |
| Participant deferral / active EE | $3,856 | $3,440+12.1% | $4,167-7.5% | $3,740+3.1% |
| Admin fee / account holder | $8,921 | $5,622+58.7% | $6,795+31.3% | $5,306+68.1% |