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 | $115,799 | $95,803+20.9% | $113,168+2.3% | $84,808+36.5% |
| Participation rate | 97.7% | 72.9%+24.8pp | 76.6%+21.1pp | 68.3%+29.4pp |
| Annual return | 16.81% | 25.00%-8.2pp | 24.27%-7.5pp | 40.90%-24.1pp |
| Employer contribution / active EE | $1,496 | $2,360-36.6% | $2,975-49.7% | $2,631-43.1% |
| Participant deferral / active EE | $3,155 | $4,242-25.6% | $5,107-38.2% | $4,212-25.1% |
| Admin fee / account holder | $1,824 | $8,989-79.7% | $12,068-84.9% | $7,344-75.2% |