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 | $98,165 | $65,365+50.2% | $92,893+5.7% | $72,985+34.5% |
| Participation rate | 72.2% | 68.3%+3.9pp | 76.0%-3.8pp | 69.5%+2.7pp |
| Annual return | 17.16% | 42.10%-24.9pp | 109.41%-92.3pp | 81.00%-63.8pp |
| Employer contribution / active EE | $1,581 | $2,594-39.1% | $3,653-56.7% | $2,440-35.2% |
| Participant deferral / active EE | $4,881 | $3,128+56.0% | $4,236+15.2% | $3,607+35.3% |
| Admin fee / account holder | $6,521 | $4,251+53.4% | $5,794+12.5% | $5,124+27.3% |