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 | $129,094 | $81,460+58.5% | $103,333+24.9% | $80,856+59.7% |
| Participation rate | 83.3% | 66.8%+16.5pp | 74.5%+8.8pp | 67.6%+15.7pp |
| Annual return | 17.11% | 25.55%-8.4pp | 24.88%-7.8pp | 35.59%-18.5pp |
| Employer contribution / active EE | $1,477 | $3,105-52.4% | $3,868-61.8% | $2,755-46.4% |
| Participant deferral / active EE | $5,907 | $3,869+52.7% | $5,057+16.8% | $4,296+37.5% |
| Admin fee / account holder | $2,437 | $6,566-62.9% | $8,355-70.8% | $6,918-64.8% |