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 | $134,887 | $65,365+106.4% | $92,893+45.2% | $72,985+84.8% |
| Participation rate | 79.2% | 68.3%+10.9pp | 76.0%+3.2pp | 69.5%+9.7pp |
| Annual return | 21.04% | 42.10%-21.1pp | 109.41%-88.4pp | 81.00%-60.0pp |
| Employer contribution / active EE | $3,017 | $2,594+16.3% | $3,653-17.4% | $2,440+23.7% |
| Participant deferral / active EE | $6,251 | $3,128+99.8% | $4,236+47.6% | $3,607+73.3% |
| Admin fee / account holder | $5,383 | $4,251+26.6% | $5,794-7.1% | $5,124+5.0% |