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 | $119,983 | $58,851+103.9% | $115,157+4.2% | $72,985+64.4% |
| Participation rate | 71.2% | 65.5%+5.6pp | 75.9%-4.7pp | 69.5%+1.7pp |
| Annual return | 24.03% | 23.16%+0.9pp | 35.60%-11.6pp | 81.00%-57.0pp |
| Employer contribution / active EE | $2,002 | $1,798+11.3% | $3,179-37.0% | $2,440-18.0% |
| Participant deferral / active EE | $3,498 | $2,643+32.4% | $4,168-16.1% | $3,607-3.0% |
| Admin fee / account holder | $4,004 | $6,370-37.1% | $7,088-43.5% | $5,124-21.9% |