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 | $116,819 | $79,944+46.1% | $98,439+18.7% | $75,163+55.4% |
| Participation rate | 82.8% | 70.4%+12.4pp | 75.2%+7.6pp | 67.2%+15.6pp |
| Annual return | 12.82% | 19.75%-6.9pp | 21.16%-8.3pp | 160.62%-147.8pp |
| Employer contribution / active EE | $1,808 | $2,264-20.1% | $3,048-40.7% | $2,670-32.3% |
| Participant deferral / active EE | $5,108 | $3,752+36.1% | $4,738+7.8% | $4,125+23.8% |
| Admin fee / account holder | $1,473 | $6,840-78.5% | $8,948-83.5% | $5,651-73.9% |