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 | $120,707 | $62,586+92.9% | $76,768+57.2% | $64,186+88.1% |
| Participation rate | 93.9% | 72.8%+21.1pp | 77.0%+17.0pp | 69.6%+24.4pp |
| Annual return | 10.48% | -1.95%+12.4pp | 2.43%+8.1pp | 7.63%+2.9pp |
| Employer contribution / active EE | $1,515 | $1,832-17.3% | $2,485-39.0% | $2,381-36.4% |
| Participant deferral / active EE | $5,295 | $3,145+68.4% | $3,852+37.5% | $3,470+52.6% |
| Admin fee / account holder | $1,175 | $4,667-74.8% | $6,675-82.4% | $4,888-76.0% |