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 | $110,004 | $73,933+48.8% | $96,683+13.8% | $75,163+46.4% |
| Participation rate | 71.6% | 66.4%+5.2pp | 74.3%-2.7pp | 67.2%+4.4pp |
| Annual return | 16.80% | 26.70%-9.9pp | 35.69%-18.9pp | 160.62%-143.8pp |
| Employer contribution / active EE | $2,442 | $2,928-16.6% | $3,737-34.6% | $2,670-8.5% |
| Participant deferral / active EE | $4,666 | $3,659+27.5% | $4,878-4.4% | $4,125+13.1% |
| Admin fee / account holder | $6,493 | $5,216+24.5% | $6,730-3.5% | $5,651+14.9% |