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 | $118,030 | $95,453+23.7% | $112,040+5.3% | $82,448+43.2% |
| Participation rate | 74.7% | 72.8%+2.0pp | 76.5%-1.8pp | 68.1%+6.7pp |
| Annual return | 17.54% | 23.92%-6.4pp | 24.52%-7.0pp | 41.64%-24.1pp |
| Employer contribution / active EE | $1,421 | $2,318-38.7% | $2,954-51.9% | $2,551-44.3% |
| Participant deferral / active EE | $4,747 | $4,224+12.4% | $5,098-6.9% | $4,139+14.7% |
| Admin fee / account holder | $3,404 | $9,013-62.2% | $12,098-71.9% | $7,234-52.9% |