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 | $120,524 | $74,927+60.9% | $101,794+18.4% | $84,808+42.1% |
| Participation rate | 82.8% | 61.4%+21.4pp | 69.2%+13.6pp | 68.3%+14.4pp |
| Annual return | 15.89% | 18.70%-2.8pp | 30.53%-14.6pp | 40.90%-25.0pp |
| Employer contribution / active EE | $1,395 | $1,522-8.3% | $2,289-39.0% | $2,631-47.0% |
| Participant deferral / active EE | $4,320 | $3,099+39.4% | $4,084+5.8% | $4,212+2.6% |
| Admin fee / account holder | $2,819 | $6,514-56.7% | $8,777-67.9% | $7,344-61.6% |