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 | $118,434 | $56,277+110.4% | $80,975+46.3% | $62,891+88.3% |
| Participation rate | 82.1% | 69.0%+13.2pp | 75.8%+6.3pp | 69.3%+12.8pp |
| Annual return | 8.49% | 22.12%-13.6pp | 17.10%-8.6pp | 20.14%-11.7pp |
| Employer contribution / active EE | $1,547 | $1,943-20.4% | $3,714-58.4% | $2,281-32.2% |
| Participant deferral / active EE | $2,787 | $4,195-33.6% | $5,696-51.1% | $3,203-13.0% |
| Admin fee / account holder | $2,112 | $3,741-43.5% | $5,516-61.7% | $4,296-50.8% |