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 | $129,025 | $79,944+61.4% | $98,439+31.1% | $75,163+71.7% |
| Participation rate | 75.8% | 70.4%+5.4pp | 75.2%+0.6pp | 67.2%+8.6pp |
| Annual return | 16.82% | 19.75%-2.9pp | 21.16%-4.3pp | 160.62%-143.8pp |
| Employer contribution / active EE | $1,354 | $2,264-40.2% | $3,048-55.6% | $2,670-49.3% |
| Participant deferral / active EE | $4,228 | $3,752+12.7% | $4,738-10.8% | $4,125+2.5% |
| Admin fee / account holder | $10,275 | $6,840+50.2% | $8,948+14.8% | $5,651+81.8% |