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 | $107,509 | $73,933+45.4% | $96,683+11.2% | $75,163+43.0% |
| Participation rate | 78.9% | 66.4%+12.5pp | 74.3%+4.5pp | 67.2%+11.7pp |
| Annual return | 21.00% | 26.70%-5.7pp | 35.69%-14.7pp | 160.62%-139.6pp |
| Employer contribution / active EE | $2,170 | $2,928-25.9% | $3,737-41.9% | $2,670-18.7% |
| Participant deferral / active EE | $4,652 | $3,659+27.2% | $4,878-4.6% | $4,125+12.8% |
| Admin fee / account holder | $1,790 | $5,216-65.7% | $6,730-73.4% | $5,651-68.3% |