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 | $120,629 | $54,541+121.2% | $78,778+53.1% | $70,131+72.0% |
| Participation rate | 84.6% | 60.8%+23.8pp | 69.2%+15.4pp | 69.5%+15.1pp |
| Annual return | 22.83% | 21.07%+1.8pp | 35.62%-12.8pp | 73.14%-50.3pp |
| Employer contribution / active EE | $869 | $1,089-20.2% | $1,986-56.2% | $2,342-62.9% |
| Participant deferral / active EE | $3,633 | $2,210+64.4% | $2,958+22.8% | $3,332+9.0% |
| Admin fee / account holder | $4,396 | $3,709+18.5% | $5,134-14.4% | $4,645-5.4% |