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 | $128,553 | $81,460+57.8% | $103,333+24.4% | $80,856+59.0% |
| Participation rate | 80.6% | 66.8%+13.7pp | 74.5%+6.0pp | 67.6%+12.9pp |
| Annual return | 12.90% | 25.55%-12.7pp | 24.88%-12.0pp | 35.59%-22.7pp |
| Employer contribution / active EE | $1,950 | $3,105-37.2% | $3,868-49.6% | $2,755-29.2% |
| Participant deferral / active EE | $6,354 | $3,869+64.2% | $5,057+25.6% | $4,296+47.9% |
| Admin fee / account holder | $3,573 | $6,566-45.6% | $8,355-57.2% | $6,918-48.3% |