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 | $114,006 | $86,929+31.1% | $102,423+11.3% | $80,856+41.0% |
| Participation rate | 87.2% | 72.4%+14.8pp | 76.5%+10.7pp | 67.6%+19.5pp |
| Annual return | 11.72% | 18.88%-7.2pp | 29.32%-17.6pp | 35.59%-23.9pp |
| Employer contribution / active EE | $1,436 | $2,369-39.4% | $3,023-52.5% | $2,755-47.9% |
| Participant deferral / active EE | $5,332 | $4,118+29.5% | $5,053+5.5% | $4,296+24.1% |
| Admin fee / account holder | $2,618 | $8,049-67.5% | $9,451-72.3% | $6,918-62.2% |