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 | $118,927 | $57,541+106.7% | $95,745+24.2% | $75,163+58.2% |
| Participation rate | 74.6% | 62.5%+12.1pp | 72.3%+2.4pp | 67.2%+7.5pp |
| Annual return | 19.45% | 34.93%-15.5pp | 28.35%-8.9pp | 160.62%-141.2pp |
| Employer contribution / active EE | $1,264 | $1,808-30.1% | $2,835-55.4% | $2,670-52.6% |
| Participant deferral / active EE | $1,756 | $3,074-42.9% | $4,245-58.6% | $4,125-57.4% |
| Admin fee / account holder | $4,708 | $4,099+14.9% | $5,678-17.1% | $5,651-16.7% |