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 | $111,562 | $50,972+118.9% | $88,538+26.0% | $72,985+52.9% |
| Participation rate | 86.3% | 63.4%+22.9pp | 68.7%+17.5pp | 69.5%+16.8pp |
| Annual return | 22.65% | 29.62%-7.0pp | 43.64%-21.0pp | 81.00%-58.3pp |
| Employer contribution / active EE | $2,856 | $1,475+93.7% | $2,098+36.1% | $2,440+17.1% |
| Participant deferral / active EE | $5,726 | $2,230+156.8% | $2,914+96.5% | $3,607+58.7% |
| Admin fee / account holder | $3,770 | $3,230+16.7% | $4,310-12.5% | $5,124-26.4% |