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 | $118,461 | $67,606+75.2% | $82,313+43.9% | $70,131+68.9% |
| Participation rate | 74.1% | 72.8%+1.3pp | 76.9%-2.8pp | 69.5%+4.5pp |
| Annual return | 17.88% | 21.57%-3.7pp | 25.88%-8.0pp | 73.14%-55.3pp |
| Employer contribution / active EE | $1,416 | $1,755-19.3% | $2,428-41.7% | $2,342-39.6% |
| Participant deferral / active EE | $4,654 | $2,987+55.8% | $3,706+25.6% | $3,332+39.7% |
| Admin fee / account holder | $6,932 | $4,512+53.6% | $5,608+23.6% | $4,645+49.2% |