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 | $109,804 | $78,705+39.5% | $117,854-6.8% | $70,131+56.6% |
| Participation rate | 72.9% | 73.2%-0.3pp | 79.7%-6.8pp | 69.5%+3.3pp |
| Annual return | 17.51% | 23.30%-5.8pp | 335.08%-317.6pp | 73.14%-55.6pp |
| Employer contribution / active EE | $2,010 | $2,223-9.6% | $3,786-46.9% | $2,342-14.2% |
| Participant deferral / active EE | $4,030 | $3,297+22.2% | $4,482-10.1% | $3,332+21.0% |
| Admin fee / account holder | $5,027 | $5,065-0.8% | $8,020-37.3% | $4,645+8.2% |