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 | $121,412 | $72,492+67.5% | $87,100+39.4% | $72,985+66.4% |
| Participation rate | 89.9% | 72.8%+17.1pp | 76.9%+13.0pp | 69.5%+20.4pp |
| Annual return | 20.96% | 24.46%-3.5pp | 28.19%-7.2pp | 81.00%-60.0pp |
| Employer contribution / active EE | $1,619 | $1,894-14.5% | $2,521-35.8% | $2,440-33.7% |
| Participant deferral / active EE | $4,376 | $3,270+33.9% | $4,049+8.1% | $3,607+21.3% |
| Admin fee / account holder | $5,617 | $5,055+11.1% | $7,497-25.1% | $5,124+9.6% |