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 | $114,343 | $76,552+49.4% | $123,892-7.7% | $62,891+81.8% |
| Participation rate | 88.2% | 73.0%+15.3pp | 81.4%+6.8pp | 69.3%+18.9pp |
| Annual return | 5.87% | 18.68%-12.8pp | 47.52%-41.6pp | 20.14%-14.3pp |
| Employer contribution / active EE | $2,816 | $2,883-2.3% | $4,617-39.0% | $2,281+23.5% |
| Participant deferral / active EE | $5,615 | $4,840+16.0% | $5,984-6.2% | $3,203+75.3% |
| Admin fee / account holder | $20,615 | $4,826+327.2% | $8,357+146.7% | $4,296+379.9% |