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 | $120,965 | $80,968+49.4% | $96,544+25.3% | $75,163+60.9% |
| Participation rate | 71.9% | 71.8%+0.1pp | 76.0%-4.1pp | 67.2%+4.7pp |
| Annual return | 19.75% | 27.06%-7.3pp | 25.84%-6.1pp | 160.62%-140.9pp |
| Employer contribution / active EE | $3,240 | $2,282+42.0% | $2,965+9.3% | $2,670+21.4% |
| Participant deferral / active EE | $10,665 | $3,928+171.5% | $4,851+119.9% | $4,125+158.5% |
| Admin fee / account holder | $5,711 | $6,724-15.1% | $8,252-30.8% | $5,651+1.1% |