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 | $121,162 | $58,512+107.1% | $84,015+44.2% | $72,985+66.0% |
| Participation rate | 78.3% | 61.2%+17.0pp | 69.0%+9.2pp | 69.5%+8.8pp |
| Annual return | 20.56% | 28.93%-8.4pp | 71.31%-50.7pp | 81.00%-60.4pp |
| Employer contribution / active EE | $1,255 | $1,163+7.9% | $1,983-36.7% | $2,440-48.6% |
| Participant deferral / active EE | $3,760 | $2,394+57.1% | $3,239+16.1% | $3,607+4.2% |
| Admin fee / account holder | $8,468 | $4,569+85.3% | $6,101+38.8% | $5,124+65.2% |