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 | $117,745 | $67,606+74.2% | $82,313+43.0% | $70,131+67.9% |
| Participation rate | 94.8% | 72.8%+22.1pp | 76.9%+17.9pp | 69.5%+25.3pp |
| Annual return | 14.21% | 21.57%-7.4pp | 25.88%-11.7pp | 73.14%-58.9pp |
| Employer contribution / active EE | $3,088 | $1,755+76.0% | $2,428+27.2% | $2,342+31.8% |
| Participant deferral / active EE | $4,200 | $2,987+40.6% | $3,706+13.3% | $3,332+26.1% |
| Admin fee / account holder | $2,117 | $4,512-53.1% | $5,608-62.3% | $4,645-54.4% |