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 | $100,632 | $67,606+48.9% | $82,313+22.3% | $70,131+43.5% |
| Participation rate | 93.3% | 72.8%+20.5pp | 76.9%+16.4pp | 69.5%+23.7pp |
| Annual return | 18.98% | 21.57%-2.6pp | 25.88%-6.9pp | 73.14%-54.2pp |
| Employer contribution / active EE | $1,671 | $1,755-4.8% | $2,428-31.2% | $2,342-28.7% |
| Participant deferral / active EE | $4,734 | $2,987+58.5% | $3,706+27.7% | $3,332+42.1% |
| Admin fee / account holder | $1,336 | $4,512-70.4% | $5,608-76.2% | $4,645-71.2% |