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 | $114,654 | $49,227+132.9% | $70,449+62.7% | $79,858+43.6% |
| Participation rate | 83.1% | 69.2%+13.9pp | 75.1%+8.0pp | 69.6%+13.4pp |
| Annual return | 17.98% | 30.06%-12.1pp | 109.03%-91.1pp | 31.71%-13.7pp |
| Employer contribution / active EE | $2,072 | $2,099-1.3% | $2,737-24.3% | $2,471-16.1% |
| Participant deferral / active EE | $6,256 | $2,768+126.1% | $3,709+68.7% | $3,740+67.3% |
| Admin fee / account holder | $1,704 | $2,878-40.8% | $3,845-55.7% | $5,306-67.9% |