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 | $110,466 | $54,541+102.5% | $78,778+40.2% | $70,131+57.5% |
| Participation rate | 81.7% | 60.8%+20.9pp | 69.2%+12.5pp | 69.5%+12.2pp |
| Annual return | 15.40% | 21.07%-5.7pp | 35.62%-20.2pp | 73.14%-57.7pp |
| Employer contribution / active EE | $1,216 | $1,089+11.7% | $1,986-38.8% | $2,342-48.1% |
| Participant deferral / active EE | $3,531 | $2,210+59.8% | $2,958+19.4% | $3,332+6.0% |
| Admin fee / account holder | $7,777 | $3,709+109.7% | $5,134+51.5% | $4,645+67.4% |