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 | $206,959 | $109,413+89.2% | $156,263+32.4% | $84,808+144.0% |
| Participation rate | 76.7% | 72.7%+4.1pp | 78.9%-2.2pp | 68.3%+8.4pp |
| Annual return | 14.85% | 20.18%-5.3pp | 59.47%-44.6pp | 40.90%-26.0pp |
| Employer contribution / active EE | $2,183 | $2,907-24.9% | $4,333-49.6% | $2,631-17.0% |
| Participant deferral / active EE | $5,986 | $4,590+30.4% | $6,158-2.8% | $4,212+42.1% |
| Admin fee / account holder | $4,752 | $9,357-49.2% | $14,255-66.7% | $7,344-35.3% |